There is no substitute for the knowledge and wisdom that comes from having first-hand experience managing wealth. The wealth management team at Walla Street Wealth Management, Inc. has a thorough understanding and working knowledge of the complex financial planning issues that our clients face today. Our advisory team members have achieved various advanced degrees and designations, and are members of the major professional organizations that govern their respective industries. Through a combined effort, our wealth management team understands what it takes to manage wealth successfully.

Timothy Walla, CFP®
Director of Wealth Management

Tim is an independent CERTIFIED FINANCIAL PLANNER™ with extensive education and experience managing investment portfolios for affluent individuals and their families. He is proficient in retirement planning, estate planning and tax minimization strategies.

The primary focus of Tim's practice is planning for the unique financial needs of doctors, engineers, attorneys, corporate executives and business owners.

As one of the "Best Personal Wealth Managers in Kansas City" (KC Magazine) Tim has been featured locally on NBC News and in the Kansas City Star. He has also received national recognition as one of the "150 Best Financial Advisors for Doctors in America" (Medical Economics) and "Best Financial Advisors for Dentists in America" (Dental Practice Report).

Tim currently holds the following licenses:
- FINRA Series 7 - General Securities Registered Representative*
- FINRA Series 24 - General Securities Supervisory Principal*
- FINRA Series 51 - Municipal Fund Securities Limited Principal*
- FINRA Series 63 - Uniform Securities Agent State Law Exam*
- FINRA Series 65 - Uniform Investment Adviser Law Exam*
- KS/MO - Life/Health/Variable Insurance Agent License

Ken Wells, MBA, CEBS™
Director of Operations

Ken has been an independent Wealth Manager guiding clients since 1995. Ken is a Certified Employee Benefit Specialist™ with extensive education and experience managing retirement portfolios for individuals, families, and small businesses.

Ken currently holds the following licenses:
- FINRA Series 6 - Investment Products Registered Representative*
- FINRA Series 7 - General Securities Registered Representative*
- FINRA Series 63 - Uniform Securities Agent State Law Exam*
- KS and MO - Life/Health/Variable Insurance Agent License

Justin Deruy, CFA® Candidate
Director of Investment Management

As Director of Investment Management, it is Justin's responsibility to provide unbiased, objective research based on industry knowledge and experience to construct cutting-edge portfolio management that is custom-tailored for each client.

Justin currently holds/has held the following licenses:
- FINRA Series 7 (2002-Present) - General Securities Registered Representative*
- KS and MO (2002-Present) - Life/Health/Variable Insurance Agent License
- FINRA Series 63 (2003-2006) - Uniform Agent State Law Exam*
- FINRA Series 65 (2003-2006) - Uniform Investment Advisor Law Exam*

Phil Freund
Director of Communications

Phil is a strategic online usability expert with 12 years of experience at both Fortune 500 companies and startups specializing in online product development, online communication strategies, interactive marketing, brand management, interaction design, web usability, and online project management.

Learn more about Walla Street:

A good relationship is based on good communication.

We are committed to understanding your financial situation, clearly explaining our
recommendations, regularly monitoring your plans, and proactively recommending
adjustments when necessary.