Tonya enjoys working with people and is dedicated to helping them pursue their goals through well-designed and comprehensive financial planning.
She is a Chartered Financial Analyst®, a credential considered by many in the industry to be the most respected and recognized investment designation. CFA charter holders master the skills needed for high-level, specialized asset-management responsibilities, including security analysis, portfolio management and business reporting.
Tonya is committed to continued education and is constantly driven to enhance her extensive industry knowledge. She has had a lifelong interest in the financial markets and thoroughly enjoys researching new investment options. Tonya holds Series 7 and 66 licenses and is a member of the CFA Society of Chicago and Chicago Financial Women.
She joined Raymond James when our team was established in January 2015. Earlier, she spent 10 years as a portfolio investment specialist at William Blair & Company in Chicago, and earned a bachelor’s degree in business from Purdue University.
Originally from Crystal Lake, Illinois, Tonya and her husband, Ryan, divide time between their home in Chicago near Wrigley Field and home in Minocqua, Wisconsin. In her free time, Tonya enjoys reading, traveling, scuba diving and leisurely activities in Wisconsin.