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

Tony Walker Financial

Tony Walker

Financial Advisor

Bowling Green/Louisville/Lexington

Contact Tony

Heather Hughes

Financial Advisor

Bowling Green

Meet HeatherContact Heather

Trey Jurgens

Financial Advisor

Louisville

Meet TreyContact Trey

Wes Walker

Financial Advisor

Lexington/Louisville

Meet WesContact Wes

Gina Tutwiler

Louisville Office Manager

Louisville

Meet GinaContact Gina

Shannon Ross

Securities Trading

Bowling Green

Meet ShannonContact Shannon

Jennifer Jaggers

Annuity New Business

Bowling Green

Meet JenniferContact Jennifer

Mandy Houchins

Client Services

Bowling Green

Meet MandyContact Mandy

Lisa Allerkamp

Income Planning Specialist

Bowling Green

Meet LisaContact Lisa

LeAnn Tinsley

Certified Tax Specialist

Bowling Green

Meet LeAnnContact LeAnn

Shanna Zackery

Appointment Scheduler

Bowling Green

Meet ShannaContact Shanna

Keith Fuqua

Client Services

Bowling Green

Meet KeithContact Keith

Juanita Jackson

Investment New Business

Louisville

Meet JuanitaContact Juanita

TJ Reagan

Certified Tax Specialist

Bowling Green

Meet TJContact TJ

Wendi Kelley

Client Services

Bowling Green

Meet WendiContact Wendi

Craig Davis

Investment Services

Louisville

Meet CraigContact Craig

Katelyn Decker

Client Services

Bowling Green

Meet KatelynContact Katelyn

Beth Wisman

Onboarding Specialist

Louisville

Meet BethContact Beth

Aaron Orrender

WorryFree Productions

Louisville

Contact Aaron

Deric Hudson

WorryFree Productions

Louisville

Contact Deric

Lacey Jurgens

Social Media Coordinator

Louisville

Contact Lacey