Meet Our Team

Our Company

Walsky Investment Management, Inc. is an independent registered investment advisory firm located in Wyomissing, Pennsylvania. Consistency and stability are central to our investment style as we create personalized investment portfolios. To provide this tailored service, we have an investment team with experience and a strong knowledge of the investment industry.

We are a local firm that operates independently of large brokerage houses, allowing us to be unbiased in our advice. Since 1996, we have provided investment management services to private investors throughout the United States. Our firm offers an investment style based stocks that have growing dividends and strong fundamentals.

Our professional team has been working together for many years, which ensures our client's dependable service. Each professional is involved in making investment decisions for our clients and assisting clients with their goals.

The Walsky Difference The management team of Craig Hafer and Elizabeth Ward has more than 28 years combined experience in the investment advisory industry.
Walsky Trident


Our Team

Craig Hafer

Craig Hafer


Craig graduated from Bucknell University with a double major in Economics and History and received his MBA from Kutztown University. He started his career at Walsky Investment Management as a security analyst. After working as an analyst for Walsky Investment Management, Craig was promoted to president. He acquired the firm two years later in 2012. Craig is a member of the CFA Institute where he writes book reviews. Craig also hosts “The Quarterly report with Craig Hafer on WEEU radio having such guests as Alvin Roth, Jack Bogle, Marc Pado and Brian Belski. Craig has been involved in numerous not-for-profit organizations. He and his wife, Nancy, have four children and an active family that enjoys a multitude of sports.

Betsy Ward

Betsy Ward

Vice President

Betsy was born and raised in West Reading, PA, and received a degree in accounting and French from Franklin & Marshall College. She is a registered investment adviser representative, and has greatly enjoyed working with our clients since joining the company in 1998. Betsy currently resides in a quiet neighborhood in Wyomissing, PA.