Toni joined HB Wealth in January 2025 after working with WMS Partners since January 2022. As part of a team, she is primarily responsible for client administration as well as providing support to the advisory team. She assists clients’ service requests and inquiries regarding their accounts, including money transfers and the processing of checks, wires, and ACHs, as well as processing and completing the opening/closing of client brokerage accounts.
Toni is a Certified Personal Trainer. In her free time, Toni enjoys strength training, hiking, pickleball, and spending time with children and grandchildren (camping trips are especially fun).