ABOUT | Wall Private Wealth

ABOUT US

MICHAEL WALL

FOUNDER/CEO

Michael is the Founder and President of Wall Private Wealth, U.S. Private Wealth, 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.

DALTON HELVEY

INVESTMENT ADVISOR REPRESENTATIVE

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.

STEVEN SNOWDEN

INVESTMENT ADVISOR REPRESENTATIVE

Born and raised in PA, Steve made the 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 clients and does so by implementing positivity and innovation to make a substantial impact on the status of their 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.

Steve graduated from Penn State University with a concentration in Business Management and
Entrepreneurship. He is married to his beautiful wife, Katie, and spends his free time exploring South Florida while also participating in the youth ministries at his church.

CAROLINE HENDERSON

CLIENT ADVOCATE

Caroline was born and raised in Knoxville, TN and made the move to South Florida in 2020. She 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 is key in understanding the needs of clients to achieve financial freedom.

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. She enjoys spending time in the South Florida sunshine and is actively involved in her church. Caroline is passionate about serving others through local and international charities.

STEPHANIE WINSLOW

FAMILY LEGACY DIRECTOR

When you work with Stephanie, you will be guided step by step 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. Her 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 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.

MAGGIE HERNANDEZ

DIRECTOR OF OPERATIONS

DAVID MERRILL

VIDEOGRAPHER

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