Toni began her career in the financial services industry 27 years ago. Her interest in finance and her passion for helping people led Toni to become a Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ professional. She also earned a designation as a Chartered Retirement Planning Counselor.
Toni is committed to long term relationships with her clients and strives to deliver dedicated and client service. She focuses on collaboration with clients towards developing a plan and investment strategy to pursue future goals. Ongoing market and life changes are frequently discussed and integrated into the plan.
Toni received her Bachelor’s degree from Robert Morris University in 1984 and holds her series 7 and 66 licenses. Toni participates in continuing education annually to keep current. She is a member of the Pittsburgh Women Leaders Association. Toni enjoys outdoor activities that include biking, walking, gardening, and spending time with family and friends.
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