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

Owner/Founder - Fiduciary & Financial Advisor

Bowling Green/Louisville/Lexington

Contact Tony

Connie Fortney

401(k) Rollover Specialist & Annuity Administrator

Bowling Green

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Heather Hughes

Fiduciary & Financial Advisor

Bowling Green

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Trey Jurgens

Life and Long-Term Care Insurance

Louisville/Lexington

Contact Trey

Shannon Ross

Investment Account Administrator

Bowling Green

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Lisa Allerkamp

Social Security Analysis & Income Planning

Bowling Green

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Gina Tutwiler

Louisville Office Manager

Louisville

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LeAnn Powell

Tax Planning Administrator

Bowling Green

Contact LeAnne

Shanna Petty

Administrative Assistant

Bowling Green

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Jennifer Jaggers

Annuity Administrator

Bowling Green

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Stella (The BRT) & Scout!

Official Stock Pickers

Work-From-Home

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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