Jeffrey Toner

CHFC^®, RICP^®

Wealth Advisor, Managing Director

Now at over 40 years into his career, Jeff Toner has the luxury of looking backwards and reflecting on the journey he has been on. Back in 1984, Jeff didn’t know what a fiduciary was or what a financial planner did. What he did know was he wanted to help people with their finances and to achieve their goals in life. Jeff wanted to do it in a way that wasn’t selling a product but rather walking side by side with clients as they moved towards their dreams. Jeff has been with clients in moments of great joy and cried with them during their times of sadness, he has educated them, but more importantly, he has learned from them as well.

Jeff received his bachelor’s degree in the Great Books Program at the University of Notre Dame. He is a Chartered Financial Consultant^® and spends his free time playing golf and tennis, but his most fun days are spending time with his grandkids and watching them grow up.