If there’s one thing Toni has learned in her many years of financial advising and planning experience, it’s that planning for all life stages is invaluable. She has a passion for helping individuals and families with the kind of wealth management advice that helps people live their best lives at every age.
A part of The Millstone Evans Group since 2013, Toni works closely with the firm’s clients to help them fulfill their financial goals. With her financial planning knowledge, compassion and practical guidance, she helps clients navigate the often-complicated investment waters that will lead them to make wise financial choices.
Toni offers a variety of services, including personal financial and insurance planning such as life and long-term care insurance. Clients value her experience around key areas that have big implications in retirement – including Medicare planning, risk management and legacy planning.
When Toni works with you, she gets to know you on a holistic level and tailors her financial plans to meet your individual needs, whether your focus is planning around retirement, education, legacy and/or longevity.
She is an investment advisor representative, holding a Series 66 securities license, life and annuity insurance licenses, the designation of Accredited Asset Management Specialist™, and the designation of Wealth Management Specialist™.
Toni is a big believer in ongoing education, especially when there’s a new tool or resource that makes a positive difference. She has seen the financial planning industry evolve and is more committed than ever to helping clients with today’s challenges. That’s what motivates her to stay on top of new developments, technology tools and cutting-edge resources that elevate the client experience and add value to clients’ lives.