At Walled Lake, we seek to create an atmosphere contrary to the rigidness of a large corporation. This boutique style is not only how we treat clients, but also how we treat ourselves.
And every client is truly a client of the entire team.
Howard provides professional perspective and key leadership for the Walled Lake team. He also manages several long-standing client relationships and has been working with high-net-worth families for over 38 years.
Howard's long-tenured experience, supported by a Bachelor of Economics degree (SUNY Buffalo) and Master of Finance degree (Emory University) gives him a unique perspective. His professional career has taken him through many market cycles, learning how to navigate many of the same decisions we help clients make today.
Noel is managing partner and co-founder of Walled Lake Planning & Wealth Management. He began his career at Bear Stearns in 1998 and in 2001 began working with Howard Klieger’s group at Oppenheimer and Company. Two years later, he and Howard left to join RBC Wealth Management.
At Walled Lake, Noel provides extensive planning and investment advice for clients as well as research, management and overall direction for the firm.
Noel attended Ohio State University and graduated from the University of Illinois at Chicago. He leads the group’s efforts in developing sound planning processes for our clients.
Shelton’s primary responsibilities at Walled Lake are in the areas of administrative and communication. Shelton has extensive knowledge of our clients' accounts and manages the execution of the firm's policies and procedures. His creative ability to effectively communicate makes him an invaluable member of our team.
Shelton began his career as an administrative assistant in the investment industry in 1990, with Oppenheimer & Co. He joined Howard Klieger’s group in 1998 and moved with the team to RBC Wealth Management in 2003.
Sarah’s start in the financial planning industry began in her college years while working for Sundvold Financial, in her hometown of Columbia, Missouri. She supported the team at every step and absorbed much about the planning process for their clients, while completing her Bachelor of Science in Personal Financial Planning at the University of Missouri. Shortly after graduating Sarah moved with her husband Justin to Los Angeles, where she joined a large team of financial advisors at Charles Schwab. She lead monthly educational workshops and coordinated many client events, and had quite the experience assisting with the opening of a new branch in Santa Monica. Life took their family back to the Midwest and Sarah moved with a team to J.P. Morgan Chase in Winnetka, where she was able to work even closer with families in the area here. Sarah is an active yogi, practicing at home and at several studios in the area, loves reading, the outdoors, and she and her husband love spending as much active time as possible with their Australian Shepherd Chloe.