Welcome to Falcon Financial
At Falcon Financial, we provide disciplined investment management designed to improve returns and straight forward financial planning advice to help you reach your goals.
About Falcon Financial
Falcon Financial, a North Carolina Registered Investment Advisor (RIA), originated in 2012 by Seth Waller. Seth had spent several years working for Edward Jones and Ameriprise but wanted to serve his hometown of Salisbury and the surrounding communities, with a goal of developing relationships with his clients and those he has gotten to know throughout the years. Falcon Financial wants to contribute and give back to the communities that we live in and serve by providing services such as investments, retirement planning, Medicare, and life insurance. Seth and the Falcon Financial team are a young, experienced group that will be around to serve you for decades!
Meet Our Team
Seth Waller
Owner & Investment Advisor
Seth began his career as a financial advisor in 2009. With experience in the financial industry, life insurance and Medicare, Seth had a passion for providing these services to his hometown of Salisbury. This vision turned into the founding of Falcon Financial in 2012. Over the years, Seth has continued in his pursuit to provide excellent services to his clients through building client relationships and managing portfolios based on individual needs. Seth lives in Salisbury with his wife and their two boys, where he enjoys traveling and making memories with them. Away from the office Seth's hobbies include coaching youth baseball teams, golf, real estate investing, business ventures, fitness and health.
Russ Adams
Investment & Insurance Advisor
Russ is a graduate of UNC-Chapel Hill, where he was an All-American selection in baseball in 2002. That same year he was drafted 14th overall by the Toronto Blue Jays, where he spent 5 seasons in the Major Leagues over a ten year professional career. Russ joined Falcon Financial in 2021, after relocating to Salisbury. He is passionate about building relationships with his clients, managing portfolios based on each client's individual needs and planning for retirement. As a licensed Medicare representative, he assists clients with important healthcare coverage decisions in their retirement years. Russ resides in Salisbury with his wife and two daughters and can be found on the golf course in his spare time.
S. Michael Gegorek
Investment Advisor
Michael is a seasoned financial advisor who employs a value-oriented investment approach, supported by independent company research and active portfolio management. He strategically utilizes options to hedge risk during periods of macroeconomic uncertainty, aiming to protect client portfolios while positioning them for long-term growth. With a strong emphasis on individualized financial guidance and trusted relationships, he is committed to helping clients achieve lasting financial security through disciplined, research-driven investing. Outside of his professional work, he and his wife homeschool their children, sharing a commitment to hands-on education and family life. He also enjoys playing hockey and staying active on their family farm--activities that keep him grounded and reflect his passion for discipline, balance, and hard work.
James Taylor
Client Relationship Manager
James recently retired from Carolina Farm Credit where he worked in various roles over a 42 year career. He built many relationships over the years and was honored with the State's highest award, The Order of the Long Leaf Pine. In June 2023, James joined Falcon Financial as the client relationship manager. His main responsibility is structure and organizing various client events such as dinners, tours, etc. Outside the office, James enjoys listening to music, watching ACC basketball, making memories with family and friends, and working with his son on their beef cattle farm.
Natalie ervin
Office Manager
Natalie joined Falcon Financial in January 2024 as the office manager. Along with overseeing the operational and organizational tasks of the office, she enjoys meeting clients and developing client relationships through office interactions and events. Prior to working at Falcon Financial, she was a math teacher for Rowan-Salisbury Schools for 5 years and then a stay-at-home mom for 10 years with her two daughters. Outside the office Natalie enjoys spending time with family and friends, gardening, cooking, and serving at her church. As a native to Salisbury, she is grateful for the opportunities to bulid relationships with clients and give back to her beloved community.
Get in Touch
If you have any questions or would like to schedule an appointment with any of our advisors, please contact us via phone or email and we will be glad to assist you!