Michael D. Wall
Founder & CEO
Michael is the Founder and President of Wall Private Wealth, U.S. Private Wealth, Wall Leaman Consulting, Michael D Wall, LLC, and Go Live With Purpose™. He is a husband, father, author, speaker, and host of two dynamic podcasts heard in over 100 countries: The Michael Wall Show and The Invest Well Show. Michael began his career in the financial industry in 2002. Since that time, he has experienced great success while following his passion to help families protect, grow, and reduce taxes on their wealth.
Michael and his wife, Samantha, along with their four children, are actively involved in their church and community.
Nathan is the COO for Wall Private Wealth. He has extensive experience in building systems and tools that support organizational and leadership effectiveness. His straightforward style, willingness to tackle difficult issues and ability to coach business leaders make him an ideal resource for our varied clients.
Nathan has a bachelor’s degree from the Moody Bible Institute and a master’s from Liberty University. He received his coaching certification from Northwestern University in Evanston, Illinois. With over 20 years of experience in leadership and organizational effectiveness with some of the largest privately held companies in the United States, he is passionate about helping business leaders achieve their goals.
Nathan is married to Melissa. Together, they have a son, Jordan, who is married and lives in Grand Rapids, Michigan. They also have a daughter, Hannah, who is attending college in Grand Rapids. Nathan enjoys spending time with his family and playing golf.
Dalton J. Helvey
Investment Advisor Representative
Dalton is a member of our investment advisor team. With a strong focus on research and strategy, he is committed to helping families protect, grow, and reduce taxes on their wealth. Dalton is passionate about providing education and believes that the first step in successfully managing your wealth is to fully understand what options are available. Having a background in the financial industry in Michigan, he is proud to now be serving the South Florida area and is excited to be a part of a team working to improve families’ financial situations.
Dalton received his B.B.A. in finance and accounting from the University of Michigan. He and his family are actively involved in the church community in South Florida. In his spare time, he enjoys traveling and surfing local beaches.
Investment Advisor Representative
Steve is a member of our investment advisor team. Born and raised in Altoona, PA, Steve made a big move to South Florida to pursue his passion for educating and helping individuals and their families grow their wealth and enhance their financial freedom. Steve believes in the importance of networking and investing for his future clients and as the newest representative to Wall Private Wealth, he intends to do so by implementing his power for positivity and innovation to make a substantial impact on the status of your wealth. Steve has been blessed to have had opportunities to be personally mentored by several million and billion-dollar business owners in the early stages of his career.
Caroline is one of the newest members of the investment advisor team. She was born and raised in Knoxville, Tennessee and made the move to South Florida to pursue an MBA in 2020. Caroline is devoted to educating and connecting with individuals and their families so that they are able to make well informed decisions on how to protect, grow, and reduce taxes on their wealth. She is a firm believer that building relationships are key in understanding the needs of clients to achieve financial freedom. It is important to her to take a proactive approach in developing long term-strategies for individuals, their families, and businesses.
Caroline received a Master’s in Business Administration degree at Palm Beach Atlantic University and a Bachelor’s in Business Administration at Presbyterian College in Clinton, SC. As a five-year NCAA student-athlete on the indoor volleyball and beach volleyball teams for her schools, she learned the importance of strong leadership, communication, and always going the extra mile with others to help accomplish their goals. Caroline enjoys spending time in the South Florida sunshine and is actively involved in her church. She is passionate about serving others through local and international charities.
Relational Wealth Director
Stephanie is the Director of Relational Wealth for client families. When you work with Stephanie, you will be guided step by step, with personalized coaching, to help you live out your values and create a legacy of significance, impact & abundance for your family. Stephanie is a part of the John Maxwell Leadership Team and is a DISC certified trainer. Stephanie’s first book, Ascent to Hope, was published in 2018. She is the host of Cup of Hope, a weekly livestream & podcast. She uses her gifts of writing, coaching and speaking to inspire transformation in the lives of those who need hope, healing and restoration.
Stephanie is a graduate of Ohio Wesleyan University and holds a master’s degree from Geneva College. She is able to use both her education and her practical experience of working in and running her family’s business to coach and encourage her clients.
Stephanie is married to Marshall and together they have two amazing middle school daughters. Stephanie enjoys coffee dates with girlfriends, the comfort of a soft hoodie and beach days with the family.
Director of Operations
Maggie serves as Director of Operations with high attention to detail, enthusiasm for efficiency, and professionalism. She is solution-driven and dedicated to meeting the needs of others. Maggie aims to provide the highest level of service and respect as families navigate their financial journeys with Wall Private Wealth.
Maggie is a transplant to beautiful South Florida after moving down from Arkansas in 2020. She and her husband, Jose, have a beautiful baby boy named Malachi. Maggie is thankful to God for all the amazing opportunities He’s blessed her with!
Client Services Manager
Mary joined the firm as our new client relations manager, bringing her 10 years of experience in providing clients with exceptional customer service. She is dedicated to meeting the needs of others and providing high levels of customer service for our clients.
Before joining the wealth management industry, Mary worked in health care in various roles. When Mary is not at work, she enjoys volunteering with her church family, attending various events in and around the city, and spending quality time with her family and friends!
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