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Toni Tolle

Client Service Associate

Lifelong Relationships

Toni Tolle

Get To Know Toni

Toni is energetic and loves to help our clients with their service needs.

Personal Finance Experience & Education

Toni joined Legacy Financial in March 2018. She has over 15 years of experience in the financial industry. As Client Service Associate, Toni assists the financial advisors in anything pertaining to the needs of clients. Whatever the issue is, Toni is there to assist clients with any needs that may arise when it comes to managing and using the wealth that they have worked so hard to build throughout their lives.

Toni loves working in a team environment. She feels that clients are reaffirmed in their choice with the financial advisor team at Legacy Financial because everyone learns from one another, constantly finding new ways to improve and offer the best possible client experience. Toni originally came in to help fill a 6-week gap while an employee was on maternity leave, but was able to move into the role of a full-time Client Service Associate with the rate at which Legacy was growing.

Toni is grateful that Legacy Financial is a place where everyone loves each other like family and looks forward to sharing the work of each day. Being such an honest and loyal member of the team, she understands how important it is to the work at Legacy that the clients see those qualities, know their information is secure, and their needs are being promptly met.

Toni lives in Bethel, Ohio with her husband, Mike, where she loves to be active and outside with their dog – hiking, going on neighborhood walks, throwing frisbee, or just spending time together. She has three children and loves cooking homemade meals for loved ones and close friends.

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    Legacy is genuine. An honest desire to connect and understand personal passions means we invest in building and growing lifelong relationships.

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Recognized By

  • Certified Financial
    Planner

  • Chartered Life
    Underwriters

  • Certified Public
    Accountant

  • Financial Planning
    Association

  • International Association of
    Registered Financial Consultants