Tony Walker Financial

Timothy Reagan is a financial advisor with Tony Walker Financial in Bowling Green, KY, holding Series 63 and Series 65 licenses. He is part of a team of four advisors at the firm. Tony Walker Financial serves individual and high net worth clients, as well as corporations and other businesses, providing discretionary investment management, portfolio management, and integrated financial planning at no additional cost. The firm manages approximately $373.7 million in assets for around 1,828 clients, employing client-specific Investment Policy Statements and investment methods such as fundamental analysis and charting.

Phillip Walker is a financial advisor at Tony Walker Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Walker Financial Services, Inc. since 1991. Outside of his advisory role, he serves as president of WorryFree, Inc., a media and marketing firm focused on marketing plans and training for the WorryFree Retirement Network. Tony Walker Financial provides investment management and integrated financial planning to individuals, including high-net-worth clients, and some businesses. The firm manages securities portfolios using fundamental analysis, charting, and long-term purchase strategies, and offers insurance products alongside its advisory services.

Heather Hughes is a Series 65-licensed financial advisor at Tony Walker Financial with eight years of industry experience. She has been with Walker Financial Services, Inc. since 2006. In addition to her advisory role, Hughes is an independent licensed insurance agent specializing in life insurance and annuities. Tony Walker Financial is a team firm serving individuals, including high-net-worth clients, and some businesses. The firm provides investment management and integrated financial planning, using a range of portfolio construction methods and offering insurance products alongside discretionary investment advice.

Carl Jurgens is a financial advisor with Tony Walker Financial in Louisville, KY, holding a Series 65 license and six years of industry experience. He has worked at WorryFree, Inc. and Walker Financial Services, Inc. since 2017 and previously at Dick's Sporting Goods from 2015 to 2017. Outside of his advisory role, he is involved in digital marketing for WorryFree, Inc., focusing on client campaigns and website management. Tony Walker Financial provides investment management and integrated financial planning primarily to individual and some business clients, including high-net-worth individuals. The firm uses fundamental analysis, charting, and long-term purchase strategies to manage portfolios and offers financial planning at no additional charge as part of its services.

Wesley Walker is a Series 65 licensed advisor with Tony Walker Financial in Louisville, KY, bringing five years of industry experience. His prior roles include work at Thryv and Orangetheory Fitness. He is also an independent licensed insurance agent in Lexington, KY, holding life and health licenses. Tony Walker Financial serves individuals, including high-net-worth clients, and some businesses by providing investment management and integrated financial planning. The firm employs a discretionary investment approach using fundamental analysis, charting, and long-term purchase strategies, and offers insurance products alongside its advisory services.