Dallas, Texas – ALM First, a strategic partner to more than 300 financial institutions nationwide, continues to expand its Sales & Client Relations team in response to growing demand for independent balance-sheet and investment advisory services – from a fiduciary. The firm recently welcomed Jennifer Walker as Director, Sales & Client Relations.
“We’re excited to have Jennifer join ALM First,” said Ryan Sherwin, Principal of ALM First. “Community banks are facing a uniquely challenging operating environment, and Jennifer’s consultative approach— grounded in understanding what matters most to each institution—fits perfectly with our mission to act as a true partner and always put clients’ best interests first.”
Walker brings more than 15 years of financial services and fintech experience to her role, with a strong background supporting depository institutions through lending, partnership development, and strategic growth initiatives. Most recently, she served as Senior Director of Institutional Partnerships for a national online loan marketplace. Earlier in her career, she held roles overseeing loan origination and processing at Crest Mortgage, Vintage Lending, and United Capital Financial.
In her new role, Walker will work closely with community bank leadership teams to understand their balance-sheet priorities and strategic objectives — helping identify tailored solutions across asset-liability management, investment advisory services, and more. ALM First’s role as an SEC-registered investment adviser managing approximately $77 billion of investments lends itself well to helping community banks, who have traditionally worked with broker-dealers, access the capital markets.
Walker attended Utah State University and currently serves as Vice President of the Dallas Chapter of Financial Women in Texas.
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About ALM First
ALM First was founded in 1995 as a strategic partner for depositories, offering an array of financial advisory services. The firm’s expertise in asset liability management, investment management, balance sheet strategy, secondary market solutions, and specialty financial services, has allowed it to deliver deeper insights into financial institutions’ balance sheets, strengthening their performance and building efficiencies. With over $77 billion of investments under management (as of December 31, 2025), ALM First Financial Advisors is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions across the country.
In recent years, ALM First Group has expanded to include several wholly-owned subsidiaries including DDJ Myers, an ALM First Company and ALM First Executive Benefits, LLC. Driven by client needs, the firm now offers various
services to help financial institutions optimize their greatest assets – their people.
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