Tonya Lore, CFP®, CPFA, MBA Financial Advisor, RJFS

Service Team Members

Transactions/Money Movement: Brent Bloomer
Client Updates/Changes: Donna Hankins
Complex Issues: Brent Bloomer
Events: Megan Bice
Scheduling: Donna Hankins

Tonya provides the financial knowledge and expertise to empower our clients to make confident financial decisions. She enjoys learning what is important to clients and turning “What if?” into a solid financial plan.

As a Certified Financial Planner professional, Tonya has attained the prestigious CFP® certification, the recognized standard of excellence in personal financial planning. She completed a rigorous and comprehensive program that covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. She adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.

Tonya earned an MBA with an emphasis in management from Rockhurst University in Kansas City, Missouri, and a bachelor’s degree in economics with a minor in business from the University of Colorado in Boulder, Colorado. She holds a certificate in financial planning from Northwestern University.

Tonya joined our team in 2021 after spending the majority of her career working for large asset managers in the Kansas City area.

She is a member of the Financial Planning Association and the Raymond James Women Financial Advisors Network, and works with the Steps of Faith Foundation, helping amputees in need.

Tonya grew up on both sides of the Kansas and Missouri state line before moving to Boulder, Colorado, to attend school. Tonya, her husband, and two daughters currently reside in Overland Park, KS. She spends most of her free time cheering on her girls at various sporting events throughout the year.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.