About us

Welcome to Advanced Wealth and Retirement Planning Concepts. We pride ourselves on delivering exceptional financial services tailored to meet your wealth management, investment, and retirement planning needs.

Meet Dr. Barbara Walker-Green,
Sr. Managing Partner

Meet Dr. Barbara Walker-Green,
Sr. Managing Partner

Meet Dr. Barbara Walker-Green,
Sr. Managing Partner

Dr. Barbara Walker-Green, a seasoned financial professional with over 22 years of industry experience, serves as the Senior Managing Partner at Advanced Wealth and Retirement Planning Concepts.


As a Registered Investment Advisor and insurance licensed professional, Barbara has provided invaluable financial services to a diverse clientele comprising hundreds of families, businesses, and individuals.

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Our team

Shaolin Walker

Insurance Specialist

Shaolin Walker

Insurance Specialist

Shaolin Walker

Insurance Specialist

Shaolin Walker

Insurance Specialist

John Kurien

Sr. Advisor

John Kurien

Sr. Advisor

John Kurien

Sr. Advisor

John Kurien

Sr. Advisor

Samantha Throng

Events Coordinator

Samantha Throng

Events Coordinator

Samantha Throng

Events Coordinator

Samantha Throng

Events Coordinator

Nancy Mitchell

Office Assistant

Nancy Mitchell

Office Assistant

Nancy Mitchell

Office Assistant

Nancy Mitchell

Office Assistant

Nhulien Hope

Medicare Specialist

Nhulien Hope

Medicare Specialist

Nhulien Hope

Medicare Specialist

Nhulien Hope

Medicare Specialist

58m+

Funds invested

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58m+

Funds invested

Add a blurb of text here to reinforce the statistic

58m+

Funds invested

Add a blurb of text here to reinforce the statistic

58m+

Funds invested

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300+

Happy clients

Add a blurb of text here to reinforce the statistic

300+

Happy clients

Add a blurb of text here to reinforce the statistic

300+

Happy clients

Add a blurb of text here to reinforce the statistic

300+

Happy clients

Add a blurb of text here to reinforce the statistic

98%

Client satisfaction

It is a long established fact that a reader will

98%

Client satisfaction

It is a long established fact that a reader will

98%

Client satisfaction

It is a long established fact that a reader will

98%

Client satisfaction

It is a long established fact that a reader will

Expertise and Qualifications

Expertise and Qualifications

Expertise and Qualifications

Barbara holds a Bachelor of Arts degree in Finance, a Master’s degree in Business Management, and a Doctorate degree in Business Management, establishing her as a knowledgeable and passionate leader in the financial services industry.


Specializing in wealth management, financial planning, and retirement planning, Barbara's comprehensive education, training, and decades of experience allow her to address clients' total financial planning needs with precision and care.

Recognition and Media Presence

Recognition and Media Presence

Recognition and Media Presence

Barbara's expertise has garnered recognition from prestigious media outlets such as Forbes, Dow Jones, Fox News, and RTTNews.


She has been featured on industry magazine covers, named a 5-star wealth advisor in Texas, and showcased as a local financial expert on FOX, KHOU, and ABC news stations. Such accolades underscore Barbara's reputation as a trusted authority in financial planning.

Industry Focus on Life Insurance and Annuities

Industry Focus on Life Insurance and Annuities

Industry Focus on Life Insurance and Annuities

With eighteen years of specialized experience in the life insurance and annuity industry, Barbara possesses a deep understanding of the strategic importance of these products in a comprehensive financial plan.


Her proficiency lies in integrating life insurance and annuities seamlessly into wealth management, finance, and retirement planning strategies, ensuring her clients benefit from a well-rounded financial approach.

Commitment to Financial Education

Commitment to Financial Education

Commitment to Financial Education

Beyond her role as a financial advisor, Barbara is a dedicated educator, imparting her knowledge through various courses on essential financial topics.


From annuity and life insurance fundamentals to retirement planning strategies and 401(k) management, Barbara's commitment to enhancing financial literacy underscores her expertise, dedication, and genuine desire to empower others to make informed financial decisions.

Our Approach

Our Approach

Our Approach

At Advanced Wealth and Retirement Planning Concepts, we are committed to providing personalized financial solutions that align with your unique goals, dreams, and aspirations.


Barbara and our team work collaboratively with clients to ensure their financial needs are met with professionalism, compassion, and a steadfast dedication to securing their financial future.


Partner with us to embark on a comprehensive financial planning journey that prioritizes your long-term success and well-being.

Book a call with one of our team members now.

Book a call with one of our team members now.

Book a call with one of our team members now.

Book a call with one of our team members now.

Adaptive Readiness ensures you adapt and thrive with confidence.

© 2023 Advanced Wealth & Retirement Planning Concepts.

All Rights Reserved

Follow us

Advisory services offered through TLG Advisors, Inc. 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120 888-371-0013, an Investment Adviser registered with the U.S. Securities & Exchange Commission. Insurance and insurance related products offered by BLG Financial and Insurance Services Corporation. TLG Advisors, Inc and BLG Financial and Insurance Services Corporation are not affiliated companies. 

Adaptive Readiness ensures you adapt and thrive with confidence.

© 2023 Advanced Wealth & Retirement Planning Concepts.

All Rights Reserved

Advisory services offered through TLG Advisors, Inc. 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120 888-371-0013, an Investment Adviser registered with the U.S. Securities & Exchange Commission. Insurance and insurance related products offered by BLG Financial and Insurance Services Corporation. TLG Advisors, Inc and BLG Financial and Insurance Services Corporation are not affiliated companies. 

Adaptive Readiness ensures you adapt and thrive with confidence.

© 2023 Advanced Wealth & Retirement Planning Concepts.

All Rights Reserved

Follow us

Advisory services offered through TLG Advisors, Inc. 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120 888-371-0013, an Investment Adviser registered with the U.S. Securities & Exchange Commission. Insurance and insurance related products offered by BLG Financial and Insurance Services Corporation. TLG Advisors, Inc and BLG Financial and Insurance Services Corporation are not affiliated companies. 

Adaptive Readiness ensures you adapt and thrive with confidence.

© 2023 Advanced Wealth & Retirement Planning Concepts.

All Rights Reserved

Advisory services offered through TLG Advisors, Inc. 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120 888-371-0013, an Investment Adviser registered with the U.S. Securities & Exchange Commission. Insurance and insurance related products offered by BLG Financial and Insurance Services Corporation. TLG Advisors, Inc and BLG Financial and Insurance Services Corporation are not affiliated companies.