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

Heather Hughes

Fiduciary & Financial Advisor

Bowling Green

Meet HeatherContact Heather

Trey Jurgens

Fiduciary & Financial Advisor, Chief Compliance Officer


Meet TreyContact Trey

Wes Walker

Fiduciary & Financial Advisor


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Connie Fortney

Annuity New Business Specialist

Bowling Green

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Shannon Ross

Investment Services Coordinator

Bowling Green

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Lisa Allerkamp

Income Planning Specialist

Bowling Green

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Gina Tutwiler

Louisville Office Manager


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LeAnn Tinsley

Certified Tax Specialist

Bowling Green

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Shanna Zackary

Administrative Assistant

Bowling Green

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Mandy Houchins

Administrative Assistant

Bowling Green

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Jennifer Jaggers

New Business Administrator

Bowling Green

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Keith Fuqua

Investment Services Assistant

Bowling Green

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Lisa Potter

Investment Services

Bowling Green

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TJ Reagan

Tax Planning

Bowling Green

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Juanita Jackson

Investment Administrative Assistant

Bowling Green

Meet JuanitaContact Juanita