Our Team & Culture

The People Behind Your Plan

At Tilia, our team is our most important asset. From our Investment Advisors and Investment Research Professionals to our Operations team and Managing Directors, every member shares a common commitment: to serve each client with honesty, expertise, and an unwavering fiduciary standard. We don't earn commissions. We don't sell products. We earn your trust — one relationship at a time.

Founded 2011

Leadership

Walker Abney, Managing Director & Chief Investment Officer at Tilia Fiduciary Partners
CFP®

Managing Director & Chief Investment Officer

Walker AbneyCFP®

Investment OversightMulti-generational WealthFamilies with $3M+

Walker co-founded Tilia Fiduciary Partners in 2011 to deliver genuinely independent, fee-only guidance. As Chief Investment Officer and a CFP®, he sets the firm's investment philosophy and leads its research function, bringing deep expertise in comprehensive wealth planning, retirement income strategies, and estate coordination — always under a strict fiduciary duty.

A believer in what he calls 'brilliant simplicity,' Walker champions transparent, low-cost, advice-only guidance and direct investment ownership over opaque pooled vehicles. A Wilmington resident since 2006, he is a husband and father of three boys, deeply involved in local nonprofits, and a former President of the Board of Trustees for the Historic Wilmington Foundation.

Ryan Casey, Managing Director & Chief Compliance Officer at Tilia Fiduciary Partners
CFP®, CEPA®

Managing Director & Chief Compliance Officer

Ryan CaseyCFP®, CEPA®

Business Exit PlanningMulti-generational WealthFamilies with $3M+

Ryan serves as Tilia's Chief Compliance Officer and Managing Director, overseeing the firm's regulatory and compliance framework while leading its business owner advisory practice. A CFP® and Certified Exit Planning Advisor, he specializes in helping entrepreneurs structure wealth around their businesses — from succession planning and key-person strategies to owner-focused retirement plans and liquidity events.

A former Marine Corps Captain and combat helicopter pilot, Ryan brings disciplined problem-solving and mission clarity to every relationship. Earlier in his career he served as a healthcare investment banking research associate in Boston — analytical experience he draws on daily at Tilia — and is a proud AmeriCorps alumnus. He holds Bachelor and Master of Science degrees from Worcester Polytechnic Institute and is an alumnus of Leadership Wilmington.

He, his wife Kristi, and their two children love living in the Port City and exploring everything it has to offer.

CFP® & CFA® Professionals

Advisory Team

Alexis Delia, Investment Advisor at Tilia Fiduciary Partners
CFP®

Investment Advisor

Alexis DeliaCFP®

Financial PlanningWomen & WealthLife Transitions

Alexis Delia joined Tilia Fiduciary Partners in 2023 as an Investment Advisor and earned her Certified Financial Planner™ certification in March 2025. She pairs deep financial expertise with an approachable, down-to-earth style, aiming to make financial planning empowering and stress-free for women, young professionals, retirees, and families.

Deeply invested in her community, Alexis serves as a board member for Communities in Schools – Cape Fear and actively volunteers with the Azalea Festival. She also delivers financial literacy talks to at-risk youth and provides pro bono advice to those in need—efforts that earned her a nomination for WILMA's Women to Watch Award in 2025.

Originally from Newport Beach, CA, Alexis now happily calls Wilmington home. Outside of work, she enjoys sailing and walking the boardwalk with her husband and their senior Yorkie, Ashley.

Tom Favor, Investment Advisor at Tilia Fiduciary Partners

Investment Advisor

Tom Favor

Investment StrategyFinancial PlanningGovernment Employees

As an Investment Advisor at Tilia, Tom supports clients as a member of our advisory team and contributes to the firm's investment management committee. Drawing on more than two decades of leadership as a U.S. Marine Corps officer, he brings discipline, integrity, and a mission-driven approach to helping clients achieve lasting financial security. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation.

After retiring from active duty, Tom spent nine years with the Federal Aviation Administration, where he honed his analytical skills and developed a deep appreciation for process and accountability. A proud UNCW graduate, he returned to the coastal community that first captured his heart.

He now enjoys life in Wilmington with his wife, Mira, and their son, Daniel.

Reporting to the CIO

Investment Professionals

Rajesh Dheenathayalan, Investment Analyst at Tilia Fiduciary Partners
CFA®, FMVA®

Investment Analyst

Rajesh DheenathayalanCFA®, FMVA®

Investment ResearchAsset AllocationPortfolio Construction

Rajesh Dheenathayalan leads stock research and valuation analysis at Tilia Fiduciary Partners, identifying high-quality opportunities and scrutinizing how businesses generate long-term value. His curiosity about how value is created, preserved, or quietly vaporized has taken him from South India to the boardrooms of the Middle East and now to Wilmington, NC.

At Marmore MENA Intelligence — a subsidiary of Kuwait Financial Centre (Markaz) — he built a reputation for dissecting financial institutions, fluent in DCFs, SOTPs, and capital-structure arcana. He later joined KPMG's Deal Advisory team in Kuwait, leading projects that ranged from securing a new banking license for a telecom giant to orchestrating a $1 billion debt restructuring for a Gulf-based conglomerate.

A CFA charterholder and FMVA, he holds a Master of Finance from Hult International Business School and an MBA from Anna University, India. Now based in Wilmington, you'll likely find him jogging downtown when he is not untangling valuation puzzles.

Dustin Hudspeth, Trader & Research Associate at Tilia Fiduciary Partners

Trader & Research Associate

Dustin Hudspeth

Trade ExecutionMarket ResearchPortfolio Monitoring

Dustin Hudspeth is a Trader and Research Associate at Tilia Fiduciary Partners, supporting the Chief Investment Officer through daily trading and investment research. He approaches analysis with measured skepticism, forming opinions slowly and revising them readily when evidence shifts.

He holds a B.A. in Philosophy and Business Administration from UNCW and is currently pursuing the CFA designation. A Wilmington resident, Dustin spends his free time reading, volunteering, staying active, and enjoying the area's coastal lifestyle.

Client Operations

Operations

Alexis Sotomayor, Operations Manager at Tilia Fiduciary Partners
CES™

Operations Manager

Alexis SotomayorCES™

Client OnboardingComplianceEstate Administration

Alexis leads the Operations team at Tilia Fiduciary Partners, ensuring clients and advisors enjoy a seamless experience. She joined Tilia in 2021 as an Assistant Operations Manager, bringing a background in retail banking and a Mathematics degree from UNC Wilmington.

A Certified Estate & Trust Specialist (CES™), her expertise spans account transitions, beneficiary coordination, and the administrative intricacies of estate-related accounts.

Anna Demarest, Operations Associate at Tilia Fiduciary Partners

Operations Associate

Anna Demarest

Client ServicesAccount AdministrationCommunications

As an Operations Associate at Tilia, Anna works to ensure clients and advisors enjoy a supported, efficient experience, serving as a key point of contact for day-to-day operations and account service requests.

With a B.A. in Cognitive Science and Linguistics from the University of Virginia, she brings a systems-oriented approach sharpened by her market research background. Off the clock, you'll find her baking, reading on the beach, or spending time with her cat, Winnie.

"We never lose sight of the fact that the word client historically signifies 'a person under the protection of another'. Our strict, fee-only fiduciary mandate is to build an uncompromised, unconflicted defensive perimeter around your family's multi-generational wealth."

Walker Abney & Ryan Casey — Partners