Cheyenne has over 25 years of experience in financial planning, focusing on the utility and telecom sectors. He leads a team that prioritizes a client-first approach, emphasizing that these relationships are the foundation of his business. Cheyenne finds it rewarding to work alongside clients, monitoring their plans from the early stages of their careers into retirement and watching them enjoy the benefits of their hard work.

He believes in sitting down with clients to help them unpack their financial situations and figure out the best course of action, developing steps to reach their goals. At Walker Bastoni, Cheyenne has helped build a team that understands the importance of getting to know each client beyond just financial numbers.

Transparency is a key aspect of his client relationships. Cheyenne knows that defining roles and expectations from the start can make a significant difference over time. He understands that building wealth takes time, discipline, and trust between the client and advisor.

Outside of work, Cheyenne enjoys spending time with his wife, Kathleen, and their two daughters, Emma and Kylie. They love to travel, spend days at the lake, hike, camp, fish, attend concerts, and engage in various outdoor activities. They also keep chickens for fresh eggs and raise lambs for the girls’ FFA projects, occasionally adding a beef cow to their farm. He also loves sports and is a proud Green Bay Packers fan.

CA Insurance Number: 0E63111

David has been in the financial industry for over 30 years and has run his own firm for approximately 25 years. For the last 5 years, he has taken on the role of partner advisor, focusing primarily on the needs of PG&E employees, retirees, and their families.

As a Founder and Advisor, David prioritizes putting clients first in every situation. Clients can expect honest and open advice, quick responses, and a compassionate team dedicated to doing their best, with a focus on meeting his clients’ needs.

Outside of work, David is actively involved in several national nonprofits. He is honored to have his family involved in the business and is excited about building a multi-generational firm.

CA Insurance Number: 0B31949

Rocco graduated from the University of Alabama, earning his Bachelor’s degree in Marketing from 2022 to 2026. During his time at university, he gained significant experience in both financial services and marketing. In the summer of 2024, he worked with Lingua Viva Educational Group, Global Experiences AIFS, in Florence, Italy. There, he was responsible for managing and maintaining engagement data for students, companies, and program partners. Rocco tracked over 300 historical and active partnerships and conducted data analysis to identify trends and measure program impact, all while strengthening stakeholder relationships through effective documentation and reporting.

Prior to that, Rocco served as the Assistant Director of Client Services at BFS/Securities America Inc. in Folsom, California, from January 2019 to June 2020. In this role, he collaborated with a financial advisor during client meetings and investment reviews. He played a key part in transitioning the office from paper-based recordkeeping to a cloud-based CRM system and maintained an organized client database. Rocco also assisted in planning and coordinating client appreciation events.

Currently, Rocco’s primary responsibilities include onboarding client information into the database, assisting clients over the phone, and preparing client paperwork to ensure a smooth onboarding experience. He is studying to obtain his Series 65 securities licenses, after which he will be advising clients directly. Rocco is dedicated to delivering exceptional customer service and creating a positive experience for every client.

Clients can expect honesty and transparency from Rocco, along with a strong commitment to building lasting relationships. He firmly believes that trust is the foundation of successful financial planning and strives to make every client feel confident, informed, and supported. Rocco goes above and beyond by providing personalized service to help alleviate the stress of financial decisions.

In the community, Rocco is the Founder and CEO of the Crimson Stride Run Club in Tuscaloosa, Alabama. Since he launched the organization in July 2025, Rocco has successfully grown it to over 700 members through strategic marketing and brand development. He has also generated more than 2.5 million organic social media engagements, secured partnerships with over 40 sponsors—including Red Bull, Biolyte, and Unwell—and helped raise more than $1,000 for charitable organizations through community events and merchandise sales.

Outside of his professional endeavors, Rocco enjoys running, surfing, and spending time with family and friends. He loves making people laugh and values staying active while building meaningful relationships, both personally and professionally.

As Director of Client Services at Walker Bastoni Wealth Management, Kristen is dedicated to creating a positive, personalized experience for every client. With nine years of experience in the financial services industry alongside David Bastoni, she has had the privilege of helping utility workers better understand their employer-sponsored retirement benefits while working to support clients in building confident financial futures. She believes lasting relationships thrive through listening, clear communication, and a genuine commitment to each client’s experience.

Before joining David Bastoni, Kristen spent 16 years at a major trauma hospital working in the med-legal field handling many tasks including third-party liability investigations and workers’ compensation cases court appearances. That experience sharpened her attention to detail, problem-solving abilities, and commitment to advocating for the people she serves.

Kristen earned her Bachelor of Arts degree from the University of California, Santa Barbara. She lives in Northern California with her husband, their three children, and their two dogs, Sushi and Deacon. She loves to be outdoors, and spends her free time reading, traveling, and attending concerts. She is also a certificated substitute teacher and loves working with local students.