Mike Walters joined the Wealth Management team at SWBC in August 2024 after working in the financial services industry in the San Antonio / New Braunfels area for the previous 7 years. Mike is a graduate of Texas State University with a Bachelor of Business Administration in Management and a proud member of the Beta Gamma Sigma honor society and the Financial Planning Association (FPA). Mike is a dedicated CERTIFIED FINANCIAL PLANNER® (CFP®), after earning the prestigious designation in December 2023. With a passion for holistic and comprehensive financial planning, Mike strives to help clients not only achieve their financial goals but truly understand the strategies behind them. Believing that knowledge is power, Mike makes client education a priority, ensuring every individual feels confident and informed while being guided throughout their financial journey. Motivated by a “give to get” philosophy, Mike is committed to delivering exceptional client service, building strong, lasting relationships founded on trust and mutual understanding. A self-professed lifetime learner, Mike is always seeking out new insights and strategies to provide even greater value to clients, ensuring they are well-equipped to navigate the complexities of today’s financial landscape.