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 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.
Toni lives in Amelia, OH with her husband, Mike, where she loves hosting family & friends for dinner gatherings. She has three grown children: Anthony, Luke and Jill, and a sweet Goldendoodle named Lola. She loves spending time outdoors: hiking, gardening, or just taking neighborhood walks.