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At Swisher & Walker Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


David Walker, CFP, EA

(630) 945-3235 x 203

(630) 945-3391

David 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...

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Steven Glasson

Tax Professional

(630) 945-3235 x 201

(630) 945-3391

Prior to beginning his career in financial services, Steve attended the University of Illinois at Urbana-Champaign where he obtained a B.A. degree with a concentration in Economics and Finance. Steve also had the privilege of playing...

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Carol Meister, CPA

(630) 945-3235 x 206

(630) 945-3391

In 1990, after graduating with an accounting degree from Roosevelt University with honors and earning her designation as a CPA, Carol accepted an auditor position with a public accounting firm in downtown Chicago. She applied that...

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