OUR TEAM

David J. Wall, CIMA®, CFP®

Founder and President

Dave founded Wall Capital Group, 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 qualified Dave Ramsey SmartVestor Pro and has been since 2019. He believes true value is not only guiding and advising individuals but also in educating and empowering clients to 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 is Certified 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.

William B. Galgan, CRC®

Vice President

Bill joined Wall Capital Group in 2007. As the recently retired Fire Chief of the Calumet City Fire Department, he was a 14-year trustee of the Calumet City Firefighters Pension Fund and a 22-year member of the Illinois Public Pension Fund Association (IPPFA) Board of Directors, currently serving as Treasurer.

Bill, a Southern Illinois University graduate, holds a Certificate in the Essentials of Investment Consulting from the Investments & Wealth Institute, and completed the Certified Retirement Counselor® (CRC®) program offered through the International Foundation for Retirement Education (InFRE).

Nathaniel D. Wall

Director of Operations and Trading

Nate is responsible for operations, trading, and client support for our Illinois Public Funds clients as well as overseeing global investment performance reporting standards (GIPS). Operating from our Phoenix office, he also services 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, The George Washington University, Washington, DC 1985, with honors and his undergraduate degree from Georgetown University, Washington, DC 1982, cum laude.

Talena Krull

Administrative Support

Talena joined Wall Capital Group in January 2022 providing administrative support. She received her Bachelor of Arts degree in Sociology from Canisius College in Buffalo, New York in 2004.

She brings with her, experience as an Appointment Clerk and Administrative Assistant from a prominent freight company. She also owned and operated a classical homeschool tutoring program, providing training and support to homeschool families.

EMAIL

advisors@wallcapitalgroup.com

PHOENIX

2550 W. Union Hills Drive
Suite 350

Phoenix, AZ 85027
(623) 242-6332

Executive meeting locations available in Paradise Valley, Mesa, and Tempe