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Craig H

Series 65

Wyomissing, PA

Walsky Investment Management Inc

Craig Hafer is a financial advisor with Walsky Investment Management Inc in Wyomissing, PA, holding a Series 65 designation and over 24 years of industry experience. He has been with Walsky Investment Management since 2000. Outside of his advisory work, Mr. Hafer coaches youth soccer in Berks County and owns Westview Productions, where he produces podcasts and publishes written content on investment and other topics. Walsky Investment Management provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm manages approximately $130 million across about 100 client accounts, employing fundamental analysis and a long-term purchase orientation to align portfolios with clients' objectives, risk tolerance, and tax considerations.

Active portfolio management
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Elizabeth W

Series 65

Wyomissing, PA

Walsky Investment Management Inc

Elizabeth Ward is a Series 65-licensed financial advisor with 25 years of industry experience. She has been with Walsky Investment Management Inc. since 1998. Walsky Investment Management provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $122 million across fewer than 100 client accounts, focusing on individualized investment policies and portfolios guided by fundamental analysis and a long-term investment approach.

Active portfolio management
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