Sales Manager, New York Life Insurance Company Denver Office 1989-1993

Agent, New York Life Insurance Company 1987-1989

 

Owner and President of Business Owner Solutions, a business consulting and financial planning firm specializing in the unique financial planning needs of Business Owners

 

Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) 

 

Member of the Denver Estate Planning Council and Tulsa Estate Planning Council

 

Recognized for 8 consecutive years by Colorado Biz Magazine and 5280 Magazine as a 5 Star Wealth Manager and Planner specializing in the unique planning needs of Business Owners (2009 – 2017)

 

Owner (from 1997 – 2009) of The Walker Firm, Inc., a fee based financial planning and wealth management firm made up of 48 associates located in Denver, CO, and working in 48 states 

 

General Manager, The Principal Financial Group Portland Oregon office 1995-1997

 

Associate General Manager, Union Central Life Insurance Company Denver Colorado Office 1993-1995

 

Credentials and Professional Experience

 

Kerry L. Walker