Our Team
Michael D. Wall
Founder / CEO
Since 2002, Michael has been devoted to assisting families in enhancing their wealth, minimizing taxes, and living purposefully. Throughout his career, he has served as CEO of various financial companies, provided commentary on national media outlets such as CNBC, Fox, and Bloomberg for over 6 years, and hosted two podcasts: The Invest Well Show and The Michael Wall Show. He has delivered keynote speeches at numerous organizations, including universities, and has coached over 120 advisors on building efficient practices while adding significant value to the families they serve.
In the early 2000s, much of the inspiration for our trademark process, The Efficient Portfolio, stemmed from Michael's research into the Harvard and Yale endowment models. By studying these institutions and their endowment performance across economic landscapes, Michael extracted crucial information to develop a trademark investment process that now benefits the families we serve.
One of Michael's proudest achievements is his enduring marriage to his wife Samantha since 2001, along with being a devoted father to his four beautiful children.
Nathan Leaman
COO
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. 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 Helvey
Portfolio Manager / Advisor
With over a decade of experience in the investment industry, Dalton is dedicated 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. Dalton also is a portfolio manager for the firm and is actively involved with portfolio development and market research.
Steven Snowden
Director of Strategic Relationships
Born and raised in PA, Steve transitioned to South Florida to pursue his passion for empowering individuals and families to grow their wealth and achieve financial freedom. With nearly 5 years of experience in the industry, he has played a pivotal role in significantly reducing taxes on the wealth of affluent families, applying concepts engrained by founder Michael Wall to serve at an exceptional level.
A graduate of Penn State University with a focus on Business Management and Entrepreneurship, Steve emphasizes the importance of relationships and off market opportunities to foster financial growth for his clients. Drawing inspiration from personal mentorship by million and billion-dollar business owners early in his career, Steve brings a wealth of knowledge and expertise to his role.
In addition to his professional pursuits, Steve is happily married to his wife, Katie. During his free time, he loves to spend time with his daughter Lyla and explore South Florida.
Nick Geraci
Strategic Tax Director
Meet Nicholas Geraci, an experienced Certified Public Accountant based in San Diego. With years of dedicated service, Nicholas specializes in providing tailored financial guidance within the realm of business and individual income taxation. His expertise extends to a wide variety of business and individual clients including high income W2 earners, flippers, real estate professionals, and those navigating 1031 exchanges and cost segregation. Beyond tax preparation and planning, Nicholas also oversees a proficient bookkeeping and payroll division, offering comprehensive financial solutions. He prides himself on staying current with industry trends and takes a collaborative and proactive approach to help clients achieve their financial goals.
Loni Fuller
Client Bookkeeping
Loni brings over four decades of expertise as a seasoned bookkeeper and accountant. Hailing from Palm Beach County, she established her freelance bookkeeping and accounting service in 1988, catering to diverse clients ranging from doctors and lawyers to various service-oriented professions. With a comprehensive skill set as a full-charge bookkeeper, Loni is not only dedicated to her professional role but also values her Christian faith and the importance of family, being a devoted wife, mother, grandmother.
Rebecca Wise
Client Services Director
Rebecca serves as Director of Operations with high attention to detail, enthusiasm for efficiency, and professionalism. As an US Army veteran, she is solution-driven and dedicated to meeting the needs of others. Rebecca aims to provide the highest level of service and respect as families navigate their financial journeys with Wall Private Wealth.
JP Caldwell
Director of Media
JP is an accomplished Videographer, Video Editor, and Producer and has worked in the industry of Broadcast Television/Video Production for over 20 years. His clients range from television networks to corporate productions as well as non-profits. Notably, JP's contributions have been recognized with nine prestigious Telly Awards during his tenure with Florida Sport Fishing TV airing on FoxSports. He also holds a Bachelor of Science in Business Administration and Marketing from the University of Central Florida.
Our Core Values
Independence
We owe no allegiance to any company or investment type — our loyalty is to our clients.
Transparency
We foster trust with open communication and client-focused education.
Stewardship
We live and invest with an eternal perspective.
Efficiency
We operate with the speed and precision necessary to ensure excellence.
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