|Drawing on nearly 20 years of financial services experience, Toni works closely with individual and institutional clients to guide them through the acquisition, management and protection of assets. As a Chartered Retirement Planning CounselorSM, she has the specialized training and expertise necessary to best serve her clients’ pre- and post-retirement needs. Using a goal-oriented approach, her objective is to enhance and simplify her clients’ financial lives through quality advice and individualized service.
General Securities (Series 7)
Investment Advisor (Series 65)
Insurance (Life, Health, Accident and Annuities)
University of Chicago, Economics
Alpha Omicron Pi - Founding member of first sorority in history of University of Chicago.
Fourth Presbyterian Church of Chicago:
-New Member Champion
Avon Walk for Breast Cancer (7 consecutive years of participation)
Solstice Stained Glass (Advisory Board)
Urban Farm volunteer
Lincoln Park Zoo Member
Mather High School Alumni Connection