Michael Swisher

Michael, (Mike) a Wisconsin native, graduated from the University of Wisconsin at Oshkosh while Richard Nixon was president. Mike has been preparing tax returns and consulting with individuals and small businesses for 28 years. An enrolled agent (enrolled to practice before the IRS) since 1978, Mike has represented numerous clients in audit, appeals, offer-in-compromise, and collection proceedings over his lengthy career. A Certified Financial Planner since 1990, Mike has also been licensed to sell investment products since 1984. Since his beginning in 1978 Mike has completed more than 1000 hours of continuing education. An investor since the Dow Jones Industrial Average was a mere 900, Mike has experienced the peaks and valleys of investing, and really understands what it means to commit to a long-term investment plan
    Mike has been married to his high school sweetheart, Laurenda Hull Swisher, for 33 years (how about that!), and is the proud father of Daniel and Laura Swisher, ages 28 and 24. An avid golfer for the past 36 years, Mike also enjoys hiking, skiing, camping, and driving on the back roads of Illinois and Wisconsin in his red 1973 Corvette Stingray convertible.

David Walker

David Walker has been in the Financial Services business since 1989 just after graduating from the University of Illinois with a BA degree in Economics and Finance. In 1992, David received his professional designation of Certified Financial Planner in Denver. Subsequent to this achievement, David became an Enrolled Agent in 2007.


David Walker's practice has centered on income tax preparation in conjunction with investment/financial planning. This combination of expertise is appealing due to the fact that income tax planning is an integral component of the financial planning process. David has prepared over 6,000 tax returns in his career and is quite proficient in advising on tax matters that apply to most everyone.
Although David has lived in several states, he has been a long-term resident in the Fox-valley region. David has been married 18 years and has two young children, 10 and 8 years old. David's interests include boating, fishing and golf.

Registered representatives of and securities through Waterstone Financial Group
500 Park Blvd., Suite 800 • Itasca, IL 60134 • 630-250-7000
Member FINRA - SIPC