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Tonya Rasmussen
Tonya A. Rasmussen, CFA, WMS
First Vice President, Investments

With 20 years of industry experience, Tonya has the accumulated knowledge to help clients navigate a variety of market environments. She has earned the Chartered Financial Analyst® designation, one of the world’s most respected and recognized investment credentials, as well as the Wealth Management Specialist designation. Tonya was named to the 2026 edition of the Forbes list of Top Best-in-State Women Wealth Advisors.*

She strives to create a memorable, concierge-style client experience. “I love learning about clients’ new additions to the family and what’s going on in their lives. Knowing our clients guides everything we do – it’s highly customized.”

In her role, she is continually researching stock ideas, reviewing financial plans and providing proactive guidance to clients. “The markets and the technical analysis of it all are so intriguing to me,” Tonya says. She prides herself on thinking outside the box, deciphering market news in order to adapt custom client investment portfolios in a wise manner.

Tonya joined Raymond James in 2015, drawn by the firm’s in-depth resources and support. Before that, she spent 10 years as a portfolio investment specialist at William Blair in Chicago, where she was responsible for financial planning, asset allocation and investment research. She earned a bachelor’s degree in business from Purdue University.

Originally from the Chicagoland suburbs, Tonya and her husband, Ryan, live in Denver with their daughter, Riley. In her free time, Tonya enjoys reading, tennis, pickleball and hiking. She’s also a volunteer with Hope for Two, an organization that helps pregnant women who have cancer.

Tonya Rasmussen of GBR Wealth Management Group was named on the 2026 Forbes Best-in-State Wealth Advisors and 2026 Forbes Best-in-State Top Women Wealth Advisors list.

2026 Forbes BIS Wealth Advisors
forbes best in state top women wealth advisor 2026

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

† The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.

The Forbes ranking of Best-In-State Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 6/30/24 to 6/30/25 and was released on 02/04/2026. Research Summary (as of February 2026): 51,403 nominations were received and 2,852 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors for more info.

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