Toni joined Legacy Financial in March 2018 with over 15 years of financial industry experience. As Client Service Associate, Toni assists advisors and clients with everything required to manage and utilize their wealth effectively.

Toni thrives in Legacy’s family-like team environment, continuously finding new ways to elevate client experience and satisfaction.

Toni lives in Amelia, OH with her husband Mike, where she loves hosting family and friends. She has three grown children (Anthony, Luke, and Jill) and a Goldendoodle named Lola.