Tony Walker Financial

Timothy Reagan is a financial advisor with Tony Walker Financial in Bowling Green, KY, holding Series 65 and Series 63 licenses and having three years of industry experience. His prior work includes roles at Avantax Investment Services, Commonwealth Tax Professionals, and US Bank. Tony Walker Financial offers discretionary investment management and financial planning to individuals, high-net-worth clients, and participants using Personal Choice Retirement Accounts. The firm combines securities-based portfolios with insurance products and emphasizes long-term investment strategies guided by documented client goals and risk tolerances.

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 five years of industry experience. He previously worked at Thryv and Orangetheory Fitness and is also an independent licensed insurance agent in life and health insurance. Tony Walker Financial provides discretionary investment management and financial planning primarily for individuals, high-net-worth clients, and Personal Choice Retirement Account participants. The firm integrates insurance products with securities-based portfolios and manages accounts based on documented client goals and risk tolerances through custodians such as Schwab.