Affluent Individuals & Families
• Designing a life of freedom, family
continuity, and lasting impact.
• Managing risks to your wealth
through strategy, structure, and
disciplined execution.
• Coordinating complex goals across
generations and time horizons.
Businesses & Non-Profits
• Elevating retirement plans into
strategic tools for retention and impact.
• Empowering teams through
continuous financial education and
guidance.
• Guiding ownership and leadership
transitions with clarity and purpose.
Technology, Pharmaceutical & C-Suite Personal
• Converting success into freedom,
purpose, and balance.
• Managing complex compensation,
equity, and liquidity events.
• Building a coordinated plan for life
after corporate.
Walter R. Worley, IV, CPWA® CFP®, AIF®
President
Background
Walter serves a select group of successful business owners and professionals whose goals are to protect their wealth, prolong their legacy, and enjoy a work-optional lifestyle.
In addition to his clients, Walter assists the Center for Fiduciary Studies and the Certified Financial Planner Board of Standards as an examination writer and exam development expert for the CFP and AIF exams.
Walter holds the following professional designations:
Certified Private Wealth Advisor®
CERTIFIED FINANCIAL PLANNER™
Accredited Investment Fiduciary®
Walter lives in Annapolis, Maryland, with his wife, Livia, and their delightful three-year-old daughter. Together, they share a deep appreciation for adventure, including a triumphant ascent to the summit of Mount Kilimanjaro on their honeymoon.
Previously, Walter studied Biochemistry, Cellular Biology, and Molecular Genetics at the University of Maryland. After working as a researcher at Johns Hopkins and then as a consultant at McKesson, Walter made a career shift into financial services in 2014 where he takes pride in leveraging his academic background with a focus on research to benefit his clients.
Learn More About Me
If you had a million dollars to spend, what would be the first three things you would buy?
Honestly, I would probably end up doing something responsible, like investing. However, for the sake of discussion, there are a couple of things to splurge on. I would enjoy a fine espresso machine, maybe some new powder skis, and a million dollars would buy plenty of airplane tickets to Europe, South America, and New Zealand for epic skiing adventures with friends.
What’s the most likely place people could find you on a Saturday night?
I like to go for long runs on Saturday and relax after. So, I can almost guarantee you that I will be at home, in my dimly lit kitchen, listening to jazz probably reading.
Which would you pick: Living on the beach or living near the mountains?
Livia is a big fan of the beach and together we really enjoy skiing, so I think we would have to go back and forth.
Imagine being approached by a genie who offers you three wishes. What might those wishes be?
Good health, more time with family and more empathy for those in the world.
If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
In no particular order:
- Slow down
- Run more miles
- Talk with your parents each day
- Meditate more
- Try to worry and want less.
- We are shaped by our thoughts; we become what we think.
- A disciplined mind brings happiness
Tracy Stoesser
Operations Manager
Background
Tracy Stoesser joined United Planners as an Operations Manager in January of 2022.
Tracy earned her bachelor’s degree from Salisbury University. She spent more than ten years in the database and direct marketing field, working in the New York City metro area.
Tracy spent several years as a stay-at-home mom when her children were young.
During her time at home with her young boys, she was active in the community, serving as treasurer for her children’s elementary school PTA and a local cub scout organization. Tracy currently serves on the local chapter board of the Young Men’s Service League and enjoys being team mom for her older son’s lacrosse team. In addition, she enjoys helping other people and keeping their family life organized!
Tracy currently resides in South Riding with her husband David, having relocated from New Jersey in 2004 for her husband’s job. They stay busy trying to keep up with their two boys (ages 18 and 16) and watching their various sports and activities. In addition, they attend church locally and try to get out and enjoy all that Northern Virginia has to offer.
Learn More About Me
If you had a million dollars to spend, what would be the first three things you would buy?
- Funding for more cancer research
- New cars for everyone in my family!
- Retirement accounts so my husband and I can retire early!
What’s the most likely place people could find you on a Saturday night?
On my couch watching NetFlix!
Which would you pick: Living on the beach or living near the mountains?
Definitely the beach!
Imagine being approached by a genie who offers you three wishes. What might those wishes be?
- Cure for cancer (my son and I are both cancer survivors!)
- Cure for Parkinson’s disease
- No more food insecurity
If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Not to worry as much!
As Seen On
UNITED PLANNERS IS NOT AFFILIATED WITH ANY OTHER ENTITIES REFERENCED
