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