Biography of Michael C. Walther II

PERSONAL MISSION

To assist families in their efforts to provide their loved ones with special needs with the financial resources and other supports necessary to live their lives to their fullest potential.

BACKGROUND

Born and raised in St. Louis, Missouri

One brother on the Autism spectrum with other developmental delays

Bachelor Degree and M.B.A. from Vanderbilt University

Professional Credentials

  • Certified Public Accountant(CPA)/ Personal Financial Specialist
  • Certified Financial Planner™ (CFP®)
  • Chartered Financial Advisor (CFA®)

Career Highlights
Began career as tax accountant at Arthur Andersen;

Co-Founded and led Altair Advisers to manage $2.7 billion in client assets;

Founded Oak Wealth Advisors to provide independent and objective planning to families with members with special needs

OUTSIDE OF WORK

Married for 25+ years to Beverly Walther

We have two children

I enjoy playing, coaching, and watching sports

I have collected sports memorabilia since childhood and have amassed one of the largest collections in the country

Fan of the St. Louis Cardinals, St. Louis Blues, and Vanderbilt University

KNOWLEDGE SHARING

Presented at National Conferences to the following professional organizations:
American Institute of Certified Public Accountants, Financial Planning Association, National Association of Personal Financial Advisors, Academy of Special Needs Planners, Garrett Planning Network
Presented at National Conferences to the following non-profit organizations:
National Alliance on Mental Illness, National Down Syndrome Society, Cure Congenital Muscle Disease
Presentations and Classroom Lectures:
Purdue University, University of Illinois, University of Wisconsin, San Diego State University, Texas Tech University, Vanderbilt University
Local Charities and Schools:
NSSRA, Ups for Downs, Clearbrook, Center for Independent Futures, Chicago Public Schools, New Trier H.S. Glenbrook South H.S., Glenbrook North H.S., Highland Park H.S., NAMI CCNS

PUBLICATIONS & MEDIA

Books: Intellectual and Developmental Disabilities chapter co-author, Save Wisely Spend Happily contributing author
Magazines: Business Week, Investment News, CFA Institute Journal, Financial Planning, Financial Advisor
Newspapers: The Wall Street Journal, The New York Times, The Washington Post, Chicago Sun-Times
Television: CNBC, Chicago ABC News

SPECIAL NEEDS MEMBERSHIP & LEADERSHIP

First Illinois financial planner admitted into Academy of Special Needs Planners, NAPFA Special Needs MIX Group founder and leader, Former treasurer of National Association for Down Syndrome, Former Treasurer Northern Suburban Special Recreation Foundation