Tony Walker Financial

Timothy Reagan is a financial advisor at Tony Walker Financial in Bowling Green, KY, with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Avantax Investment Services, Commonwealth Tax Professionals, and US Bank. Tony Walker Financial provides discretionary investment management and financial planning services to individuals and high-net-worth clients, integrating insurance products into client plans alongside securities-based portfolios. The firm manages accounts primarily on a discretionary basis using fundamental and charting analysis and serves a high client load across a team of five advisors.

Phillip Walker is a financial advisor at Tony Walker Financial with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has been involved with Walker Financial Services, Inc. since 1991. Outside of financial advising, Walker serves as president of WorryFree, Inc., a media and marketing firm focusing on marketing strategies and training for the WorryFree Retirement Network. Tony Walker Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and participants using Personal Choice Retirement Accounts. The firm integrates insurance products with securities-based portfolios and employs fundamental and charting analysis with a long-term investment approach.

Heather Hughes is a financial advisor with Tony Walker Financial in Bowling Green, KY, holding a Series 65 designation and eight years of industry experience. She has been associated with Walker Financial Services, Inc. since 2006. In addition to her advisory work, she is an independent licensed insurance agent specializing in life insurance and annuities. Tony Walker Financial provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and Personal Choice Retirement Account participants. The firm integrates insurance products with securities-based portfolios and uses fundamental and charting analysis to guide investment decisions.

Carl Jurgens is a financial advisor with Tony Walker Financial in Bowling Green, KY, holding a Series 65 designation and six years of industry experience. He has worked with WorryFree, Inc., a media and marketing firm, since 2017, where he focuses on marketing efforts including research, copywriting, and email campaign management. Prior to his advisory role, he spent two years at Dick's Sporting Goods. Tony Walker Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and Personal Choice Retirement Account participants. The firm combines securities portfolios with insurance products and uses fundamental and charting analysis to guide long-term investment decisions, managing a notably high client load across its five advisors.

Wesley Walker is a financial advisor with Tony Walker Financial in Bowling Green, KY, holding a Series 65 designation and six years of industry experience. He has worked at Walker Financial Services, Inc. since 2020 and previously held positions at Thryv, Orangetheory Fitness, and Nuhealth. In addition to his advisory role, he is an independent licensed insurance agent in Lexington, KY. Tony Walker Financial provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and Personal Choice Retirement Account participants. The firm integrates insurance products with securities-based portfolios and manages client accounts using a documented Investment Policy Statement and a long-term purchase orientation.