859-655-5225

Toni Tolle

Client Service Associate

Lifelong Relationships

859-655-3877
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 in March 2018.  She has over 15 years experience in the financial industry.  Toni assists with all aspects of customer service at Legacy.  She lives in Erlanger with her husband Michael and 3 children.  Outside of the office she loves to cook and spend time with her family.

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    Legacy As the first person and last person the clients see when they are in the office, Maria is instrumental in making sure the clients have a positive experience.

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Recognized By

  • Certified Financial
    Planner

  • Chartered Life
    Underwriters

  • Certified Public
    Accountant

  • Financial Planning
    Association

  • International Association of
    Registered Financial Consultants