Aaron currently heads the investment client services division of the practice. He assists clients with opening and maintaining investment accounts. Along with his duties on the investment side, Aaron helps analyze, create, and implement comprehensive retirement and estate plans for clients.

Aaron is a California native and graduated from UC Davis with a B.S in Managerial Economics. He holds a CFP® certification, Series 7 and Series 66 licenses as well as his California Life & Health license.

In his spare time, Aaron enjoys running and training for half marathons. He is always ready to try new restaurants around the Bay Area, and participates in a dinner club with a group of his close friends.

Andrew joined Northwestern Mutual in 2012 and the Walther team in 2018. He works closely with clients as an Associate Wealth Management Advisor through a holistic approach to planning.

Andrew was born and raised in Petaluma, went to Simpson University in Redding, and has been in the financial services industry for approximately 10 years. He holds Series 7, Series 66, and California Life & Health Licenses.

In his spare time, Andrew loves spending time with his wife Manpreet, is involved in his church, and follows the NBA.

Schedule time with Andrew: Andrew's Calendar

Laura runs the insurance client services division. She is our specialist for all insurance services. Laura also assists with team projects and day to day operations.

Laura brings knowledge and experience from the financial and banking industries for over 13 years.  She is a graduate of California State University of Fresno with a B.S. in Business Administration, Finance Option. She currently holds Series 6, Series 63, and California Life & Health licenses.

Laura lives in Fremont, CA with her three children – Nya, Vera, and Royce. In her spare time, she enjoys traveling, the outdoors, and being in the company of friends and family.

Schedule time with Laura: Laura's Calendar 

Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or make any other requests, please let us know.

A graduate of Harvard University with an MBA from the Haas School of Business at UC Berkeley, Leslie Widmann works closely with clients and spearheads the practice’s marketing operations. She has over 20 years of experience in business leadership and operations and holds Series 7 and Series 63 licenses as well as her California Life & Health License.

Leslie first met the Walther team as a client and was so compelled by the thoughtful and creative approach to planning that she joined the team. Originally from Massachusetts, Leslie now lives in the Hayward Hills east of San Francisco with her husband Dan and their daughter Erin. In her free time she enjoys making ice cream, volunteering at Erin’s school, and hiking the beautiful Bay Area trails just outside their house.

Schedule time with Leslie:  Leslie's Calendar

Katelynn provides day to day operational support for insurance client services and financial planning. 

A graduate of the University of California, Berkeley with a B.A. in Peace and Conflict Studies, she comes to the team with a community-minded background in non-profit management and local business marketing. 

Outside of the office, Katelynn is an amateur tiny house builder, avid reader, and adventure-seeking traveler. She lives in Petaluma with a big dog and a regular-sized partner who are both named Max.