Meet Our Team Of Service Experts

Anybody can “sell you something”, it’s altogether another thing for someone to “service what they sell”. Whether its questions on your income plan, 401(k) rollovers, tax calculation on your Required Minimum Distribution (RMD), or service issues involving your investments, our experienced team of service experts gladly awaits the opportunity to assist you. Our goal is to make sure that our clients never have to call the big financial institutions, but rather, call us directly. That’s what I call true service!


Tony Walker Financial

Tony Walker

Owner/Fiduciary & Financial Advisor

Bowling Green/Louisville/Lexington

Contact Tony

Connie Fortney

Senior Annuity Specialist

Bowling Green

Contact Connie

Heather Hughes

Fiduciary & Financial Advisor

Bowling Green

Contact Heather

Trey Jurgens

Fiduciary & Financial Advisor


Contact Trey

Shannon Ross

Investment Services Specialist

Bowling Green

Contact Shannon

Lisa Allerkamp

Income Planning Specialist

Bowling Green

Contact Lisa

Gina Tutwiler

Insurance Administrator


Contact Gina

LeAnn Powell

Tax Planning Administrator

Bowling Green

Contact LeAnne

Shanna Petty

Administrative Assistant

Bowling Green

Contact Shanna

Jennifer Jaggers

New Business Administrator

Bowling Green

Contact Jennifer

Wes Walker

Client Communications


Contact Wes

Mandy Houchins

Administrative Assistant

Bowling Green

Contact Mandy

Stella (The BRT) & Scout!

Official Stock Pickers


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WorryFree Productions

Aaron Orender

Production Manager

Louisville - WorryFree Productions

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Megan Murphy

Technical Director & Graphics

Louisville - WorryFree Productions

Contact Megan