With more than 23 years of experience working in the investment industry, Toni is a master in providing exceptional service to both clients and colleagues. In her relationships with clients, she goes above and beyond simply addressing their planning and account needs. They share their lives and family stories with her and she’s often the person they particularly want to connect with when they visit the office.
Toni is also responsible for coordinating and tracking client transactions and assisting in the management of day-to-day business and investment needs.
Formerly a personal fitness instructor, Toni enjoys jazzercise, crocheting, crafting and spending time with her husband.