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


Meet WesContact Wes

Gina Tutwiler

Louisville Office Manager


Meet GinaContact Gina

Shannon Ross

Investment Services Coordinator

Bowling Green

Meet ShannonContact Shannon

Jennifer Jaggers

New Business Administrator

Bowling Green

Meet JenniferContact Jennifer

Mandy Houchins

Administrative Assistant

Bowling Green

Meet MandyContact Mandy

Lisa Allerkamp

Income Planning Specialist

Bowling Green

Contact LisaMeet Lisa

LeAnn Tinsley

Certified Tax Specialist

Bowling Green

Meet LeAnnContact LeAnn

Shanna Zackery

Administrative Assistant

Bowling Green

Meet ShannaContact Shanna

Keith Fuqua

Investment Services Assistant

Bowling Green

Meet KeithContact Keith

Juanita Jackson

Investment Administrative Assistant


Meet JuanitaContact Juanita

TJ Reagan

Certified Tax Specialist

Bowling Green

Meet TJContact TJ

Wendi Kelley

Client Services

Bowling Green

Contact Wendi

Craig Davis

Client Services

Bowling Green

Contact Craig

Katelyn Decker

Client Service Assistant

Bowling Green

Contact Katelyn

Aaron Orrender, WorryFree Productions

Production Manager


Contact Aaron

Deric Hudson

Video Editor, WorryFree Productions


Contact Deric