David J. Wall, CIMA^®, CFP^®

Founder and President

Dave founded Wall Capital Group (originally as Wall & Associates) while serving as a full-time police detective for the Addison Police Department, focused on financial crimes. Dave previously served as president for his pension fund for over ten years. 

Dave is a qualified Dave Ramsey SmartVestor Pro and has been since 2019. He believes true value comes from both guiding and advising individuals and educating and empowering clients. This approach helps clients make the best decisions possible regarding their financial health and future.

In 1992 he earned the Certified Financial Planner^® (CFP^®) professional designation, and in 1995, he earned the Certified Investment Management Analyst^® (CIMA^®) designation, granted by the Investment Management Consultants Association in conjunction with the Wharton School of Business, University of Pennsylvania.

Alisha Wall-Stocker, RMA^®

Vice President

Alisha joined Wall Capital Group in December 2018 providing support for our Phoenix office. Alisha has successfully completed the Series 65 FINRA examination, becoming a Registered Investment Advisor Representative and earning certification as a Retirement Management Advisor^® (RMA^®) by the Investments & Wealth Institute.

Alisha is a qualified Dave Ramsey SmartVestor Pro and has been since 2022. Her passion is people! Being a financial advisor is not just about the recommendations she makes to each client, but the relationship that is built through the process. That relationship is key for educating the client and helping them reach their goals.

Previously Alisha worked for over eight years as General Manager for multiple limited-service hotel brands and as administrative support in the Office of Academic Records for Grand Canyon University.

James Stocker

Financial Advisor and Portfolio Analyst

James joined Wall Capital Group full time in April 2025, after spending several years working alongside Dave on the firm’s portfolio management. He has passed the Series 65 examination and is an Investment Adviser Representative. James leads the firm’s new-client development and builds the quantitative models behind Wall Capital Group’s investment strategies.

James’ passion is helping people. Many people come to him worried about their future and unsure whether retirement is within reach. His favorite part of the job is working alongside them to build a plan that is realistic, gets them where they want to go, and ultimately brings them peace of mind.

James previously served in the United States Marine Corps. He then worked in financial technology, most recently as a developer at USAA, where he specialized in reference data management systems for enterprise-level financial operations. Before that, he was lead developer for the accounting department at Grand Canyon University, where he earned his Bachelor’s degree.

Nathaniel D. Wall

Director of Operations and Trading

Nate is responsible for operations, trading, and client support for our clients, with particular focus on services for our individual financial planning clients in the high-net-worth market.

Nate is licensed by the State of Arizona for Life Insurance and Annuities.  He is currently enrolled in the Certified Retirement Counselor (CRC^®) program offered through the International Foundation for Retirement Education (InFRE).

W. Richard Mason, JD

Compliance Consultant 

Richard‘s lengthy career in the investment industry includes serving as Chief Compliance Officer and General Counsel for Madison Investment Advisors and Associate General Counsel for the Investment Company Institute.

He was admitted to the State Bar of Texas in 1985 and the District of Columbia in 1987. He received his Juris Doctorate from The National Law Center at The George Washington University (Washington, DC, 1985) with honors, and his undergraduate degree from Georgetown University (Washington, DC, 1982) cum laude.