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Investment Advisor Representatives

Steve Walton

Financial Advisor

Steve Walton headshot

Steve Walton



Steve brings more than thirty years’ experience in a variety of professional roles, spanning from real estate agent and mortgage broker to financial planner. He appreciates the personal relationships he’s forged in every position and believes success can only be accomplished through a long-term service plan.  As a Financial Advisor, Steve takes great care in learning about his clients’ unique situations, dreams and goals in order to design a personalized financial plan. Along the journey, Steve provides education and continual support to keep clients on the right course.

The spark of education was ignited during his pursuit of a Bachelor of Science degree in Marketing at Montana State University. It was further stoked as he was asked to serve in a variety of leadership roles, both in college and throughout his professional career, including a three-decade tenure as board member, coach and President of Little League International - Big Sky Little League. Steve enjoys the educational aspects of little league and being able to see the growth and development of the athletes.

When not educating and supporting his clients or Little League athletes, Steve enjoys spending time with friends and family, playing golf and softball, and watching Notre Dame football.