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/Founder - Fiduciary & Financial Advisor

Bowling Green/Louisville/Lexington

Contact Tony

Connie Fortney

401(k) Rollover Specialist & Annuity Administrator

Bowling Green

Contact Connie

Heather Hughes

Fiduciary & Financial Advisor

Bowling Green

Contact Heather

Trey Jurgens

Insurance Specialist & Digital Marketing


Contact Trey

Shannon Ross

Investment Account Administrator

Bowling Green

Contact Shannon

Lisa Allerkamp

Social Security Analysis & Income Planning Administrator

Bowling Green

Contact Lisa

Gina Tutwiler

Louisville Office Manager


Contact Gina

LeAnn Powell

Tax Planning Administrator

Bowling Green

Contact LeAnne

Shanna Petty

Administrative Assistant

Bowling Green

Contact Shanna

Stella (The BRT) & Scout!

Official Stock Pickers


Contact Us

Rachel Wilson

Administrative Asistant & Annuity Service

Rachel is a young professional who, outside of her duties as Administrative Assistant & Annuity Service at Tony Walker Financial, operates a successful photography business. She also enjoys traveling, being involved at church and spending time with friends and family. Rachel has been with Tony Walker financial since the beginning of 2014.

Contact Rachel

WorryFree Productions

Aaron Orender

Production Manager

Louisville - WorryFree Productions Studios

Contact Aaron

Megan Murphy

Technical Director & Graphics

Louisville - WorryFree Productions Studios

Contact Megan