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Our Team

Every member of the PYA Waltman team seeks to serve as the catalyst for positive change in the life of each one of our clients. When you entrust our team with your personal or business finances, you will experience consistency, respect, dedication, and transparency.


Eric Foster

Eric Foster

Director of Institutional Services

Melissa Ballard

Melissa Ballard

Director of Financial Planning Services

Doug Yoakley

Doug Yoakley

Wealth Management Consultant

Jessica Ott

Jessica Ott

Chief Compliance Officer

Aaron Sams

Aaron Sams

Senior Research Analyst

Roch  Monnig

Roch Monnig, Jr.

Financial Planning Associate

April Smith

April Smith

Senior Client Service Associate

Lisa Young

Lisa Young

Client Service Associate