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


Meet TreyContact Trey

Connie Fortney

Senior Annuity Specialist

Bowling Green

Meet ConnieContact Connie

Shannon Ross

Investment Services Specialist

Bowling Green

Meet ShannonContact Shannon

Lisa Allerkamp

Income Planning Specialist

Bowling Green

Meet LisaContact Lisa

Gina Tutwiler

Insurance Administrator


Meet GinaContact Gina

LeAnn Powell

Certified Tax Specialist

Bowling Green

Meet LeAnnContact LeAnn

Shanna Petty

Administrative Assistant

Bowling Green

Meet ShannaContact Shanna

Jennifer Jaggers

New Business Administrator

Bowling Green

Meet JenniferContact Jennifer

Wes Walker

Client Communications


Meet WesContact Wes

Mandy Houchins

Administrative Assistant

Bowling Green

Meet MandyContact Mandy

Keith Fuqua

Investment Services Assistant

Bowling Green

Meet KeithContact Keith

Stella (The BRT) & Scout!

Official Stock Pickers


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