About Us

Phillip Walker Circle Dove

Phillip Walker

Phillip Walker is Managing Director of Circle Dove Enterprises, Inc. For over 25 years Phillip has provided professional guidance to individuals and families in building, protecting, and the distribution of their assets to secure their financial health and well-being. His areas of expertise include financial risk management, preparing for and dealing with life events, executor, and trust administration.

Working closely with people as they prepare for and deal with transitional life events, he advocates a proactive strategy for each personal situation by helping families and individuals maximize the financial benefits of public programs, insurance, investment, supports and services, alternatives to guardianship, estate planning, and wealth preservation.

Phillip’s passion for working with seniors and the disabled is born from his personal and professional experiences helping his family and others navigate the complexities of health care, social services, and financial planning during emotionally difficult life events.

Circle Dove Enterprises, Inc. ensures their clients are treated with dignity and respect, so they feel valued and are provided visibility and given a voice as we advocate and work with them to navigate the complex healthcare delivery system and work to resolve their challenges.

Education and Credentials:

Wayland Baptist University, BSOE Business

CERTIFIED FINANCIAL PLANNER™
Certified Senior Advisor
Texas Certified Professional Guardian

Professional Organizations and Associations:

Phillip is an active member of the San Antonio Estate Planners CouncilBexar Senior Advisory Committee, and Texas Guardianship Association.

Cathy Walker Circle Dove

Cathy Walker

Cathy Walker has over 30 years of experiential knowledge in the areas of customer service, business, and financial management, and both corporate and private leadership. The last twelve years have been in non-profit leadership dedicated to identifying and providing educational and rehabilitation opportunities to young people, many facing personal challenges due to poor life choices and disabilities.

Circle Dove Enterprises, Inc. (CDE, Inc.) provides professional care management that specializes in the unique needs of seniors and the disabled. Cathy’s passion for the mission of CDE, Inc. is rooted in personal experiences, beginning when a tragic accident left her 18-year old brother severely brain damaged and quadriplegic. In later years, she helped to provide care and support for aging parents. Although fortunate to have had siblings to share in the care management of her parents, she recognizes this rarely is the case.

Cathy is a Certified Guardian with the Texas State Guardianship Board and is pursuing the Certified Senior Advisor (CSA) certification. For recreation she enjoys gardening, cooking for friends and family, and long hikes with Phillip and her three rescued dogs, Carmella, Banner, and Duncan.

Education and Credentials:

St. Mary’s University, San Antonio, BBA/Marketing Major
United States Army Reserves
DINFOS: Public Affairs/Journalist
Texas Certified Professional Guardian

Professional Associations:

American Association of University Women (AAUW)
Texas Guardianship Association


Company Information:

Circle Dove's core business hours are Monday through Friday 9:00am to 5:00pm. We are available to our clients 24 hours a day, 7 days a week by appointment only.
Contact Us:
A:
 208 Wisteria Drive San Antonio, TX 78213
D: 210.686.1560 · T: 877.901.7272 · F: 210.451.4925
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© Copyright 2019 Circle Dove Inc.
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