Our Team

Dr. Barbara Walker-Green has been in the financial services industry for over 22 years. Throughout her
career Barbara has provided valuable financial services to a combination of hundreds of families,
companies, and individuals. Barbara is a Registered Investment Advisor and is insurance licensed. She
earned a Bachelor of Arts degree in Finance and a master’s degree in business management and a
Doctorate degree in business management. She is both knowledgeable and passionate about her work
and is a well-suited planner for individuals and families in need of comprehensive financial planning,
investment advisory services, and retirement planning services. As an investment advisor, Barbara
specializes in wealth management, financial and retirement planning. Her combination of over two
decades of experience, training and specialized education means Barbara can meet a client’s total
financial planning needs. Barbara works with her clients to make sure that their needs, dreams, and
goals are addressed with professionalism and compassion. Barbara has been interviewed and quoted by
such media giants such as Forbes, Dow Jones, Fox News and RTTNews, has been on the cover of industry
magazines, named a 5-star wealth advisor in the state of Texas, and has been seen on local news
stations such as FOX, KHOU, and ABC as a local financial professional.