Bios

Sloan Walters, Co-Founder

Sloan Walters is a Registered Representative, Investment Adviser Representative and co-founder of Blakely Walters Wealth Management. He is a graduate of the Arizona State University W.P. Carey School of Business with his Bachelor of Science in Finance. He started his finance career in the banking industry and then advanced into the private wealth management industry to increase the breadth of services he could offer his clients.

Sloan currently holds the following professional licenses:

  • Accredited Financial Counselor – AFC®
  • FINRA Series 7
  • FINRA Series 66
  • Life and Health Insurance License
  • Variable Life and Annuity License

Sloan is proud of his work in developing the Financial Planning as an Employee Benefit™ business model. This service has allowed Blakely Walters Wealth Management to provide financial planning assistance to thousands of individuals with an integrity focused approach. In addition to providing excellent service to his clients, one of his main goals is to develop and grow this service even further to increase financial awareness throughout his community.

Outside of Blakely Walters Wealth Management, he is an active musician in the community and enjoys spending time with his wife and three children.

Jim Blakely, Co-Founder

Jim Blakely is a Registered Representative, Investment Adviser Representative and co-founder of Blakely Walters Wealth Management. He began his career in wealth management in 2002 working for North Star Resource Group before helping co-found Blakely Walters Wealth Management. He attended the Barrett Honors College and is a graduate of the Arizona State University W.P. Carey School of Business and is also a graduate of the GAMA International field leadership series.

Jim currently holds the following professional licenses:

  • FINRA Series 7
  • FINRA Series 66
  • Life and Health Insurance License
  • Variable Life and Annuity License

Jim is proud of his work in developing the Financial Planning as an Employee Benefit™ business model. He believes in maintaining strong relationships with his clients and providing the highest level of service possible.

Outside of Blakely Walters Wealth Management, Jim enjoys continuing his education in personal wealth management and investing, various outdoor activities, and spending time with his wife and three sons.

Brently Klontz, Registered Representative

Brently Klontz is a Registered Representative and an Investment Adviser Representative with NEXT Financial Group, Inc., he also holds his Accredited Financial Counselor designation. He started his finance career in the banking industry in 2001. Brently graduated from the Arizona State University W.P. Carey School of Business, with a B.S. in Business Management. After six years in the banking world, his passion to help people led him from banking into the non-profit church environment, where he worked as a youth pastor. Brently joined the Blakely Walters team because he discovered how the private wealth management industry allows him to merge his love for helping people with his financial knowledge and experience.

Brently currently holds the following professional licenses:

  • Accredited Financial Counselor – AFC®
  • FINRA Series 7
  • FINRA Series 66
  • Life and Health Insurance License
  • Variable Life and Annuity License

Outside of Blakely Walters Wealth Management, Brently is an active member in his church, enjoys spending time with his wife and two boys, and loves to watch a great football game.

Zach Makawi, Registered Representative

Zach Makawi is a Registered Representative and an Investment Adviser Representative with NEXT Financial Group, Inc. Like his colleagues at Blakely Walters, he studied at Arizona State University (ASU). After completing his degree, he was immediately hired to work with international students at ASU. During his formative time at the university, Zach had the opportunity to serve thousands of international students and to participate in several overseas recruiting trips.

Eventually, attracted by the opportunity to tangibly help others and to increase financial literacy in his community, Zach left the university to become an investment professional at Blakely Walters Wealth Management. He is passionate about helping clients effectively manage their financial resources so that they can achieve their goals.

Zach currently holds the following professional licenses:

  • Accredited Financial Counselor – AFC®
  • FINRA Series 7
  • FINRA Series 66
  • Life and Health Insurance License
  • Variable Life and Annuity License

Outside of Blakely Walters Wealth Management, Zach loves spending time with his family and friends.

Matthew Benson, CERTIFIED FINANCIAL PLANNER™

Matthew Benson is a Financial Planner and Investment Adviser Representative with NEXT Financial Group, Inc. Matthew grew up in Beatrice, NE and is a graduate of the University of Nebraska where he majored in Finance. He and his wife of over three years, Alexa, moved to Arizona after one too many Nebraska winters and happily call Chandler home. They are actively involved in their church and Junior Achievement. Matt’s mission is to help his clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.

Matthew currently holds the following professional licenses:

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • FINRA Series 7
  • FINRA Series 63
  • FINRA Series 65
  • Life Insurance License
  • Variable Life and Annuity License

Outside of Blakely Walters Wealth Management, he enjoys spending time with family and friends, hiking (south mountain is their favorite), traveling, visiting national parks, and of course cheering on the Huskers.

Justin Rodriguez, Registered Representative

Justin Rodriguez is a Registered Representative and Investment Adviser Representative with NEXT Financial Group, Inc. Justin graduated summa cum laude from the Arizona State University W.P. Carey School of Business with a Bachelor’s degrees in Finance and Accountancy. Justin began his career in a corporate finance role with The Boeing Company in Mesa, AZ. He ultimately transitioned into private wealth management to combine his finance background with his desire to serve people by helping them make prudent financial decisions for themselves and family.

Justin currently holds the following professional licenses:

  • FINRA Series 7
  • FINRA Series 66
  • Life and Health Insurance License
  • Variable Life and Annuity License

Outside of Blakely Walters, Justin enjoys anything active including West Coast Swing, cycling, running, hiking, tennis, volleyball, table tennis, and any team sport. Justin is also an avid traveler and dabbles in the guitar and piano.

Matthew Lambert, Registered Representative

Matthew D. Lambert is a Registered Representative and Investment Adviser Representative with NEXT Financial Group, Inc. After years in the hospitality industry, Matthew graduated Magna Cum Laude from the W.P. Carey School of Business at Arizona State University earning a B.S.in Finance and a B.A. in the Business of Sustainability. He then began his career in finance at The Vanguard Group where he spent over three years nurturing client relationships and coaching brokerage associates. His decision to join Blakely Walters was based on his desire to personally impact clients.

Matthew currently holds the following professional licenses:

  • FINRA Series 7
  • FINRA Series 63
  • FINRA Series 65
  • Life and Health Insurance License
  • Variable Life and Annuity License

Outside of Blakely Walters Matthew loves spending time with his wife and two daughters.

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