Our Team + Values

Our Values

At Toler Financial Group, we are dedicated to redefining financial services by putting integrity, independence, and inclusivity at the heart of everything we do.

We proudly serve communities traditionally marginalized by the financial industry—women, progressives, people of color, and LGBTQ+ individuals—empowering them to build secure and prosperous futures.

Our team was purposefully built to reflect and advocate for our diverse communities, providing financial guidance free from the biases and conservatism that often pervade the industry. We believe that everyone deserves access to expert financial advice tailored to their unique perspectives and experiences.

Together, we work to create a financial future that represents and uplifts the whole community.

Committed to

respect, service, sustainability and integrity.

  • First, we seek to understand your goals and values. Then, we model your unique situation on our powerful planning software. With that in place we can meaningfully address your hopes, concerns, and visions of the future.

  • Our team thrives in our vibrant, diverse community serving many kinds of people and families. We are a certified LGBT-owned business enterprise, welcoming all family and individual types. We seek to make all people, from all backgrounds, feel welcome.

  • We believe in investing in a better world. We passionately support businesses that uplift people, protect the environment, and have a positive social impact. We create investment portfolios with the same values in mind, while also meeting your needs for investment return and risk control.

  • We put you, our client, first. We strive to provide a service that is transparent and fair. We are not allied with any particular financial product company. As fiduciaries in a fee-based structure, we value our independence, and continually search the financial world for strategies and products that work in your best interest.

Our Advisors

The leadership team at Toler Financial Group combines diverse expertise to deliver innovative financial planning services. Together, they bring a unique blend of skills to meet clients' financial needs.

  • My first career was as a midwife, and I might be the only former midwife who is now a financial advisor! I loved working in my own business attending home births, growing deep relationships with my clients, and being part of a movement of reproductive health and birth autonomy. During those years I also was at the Washington Free Clinic providing maternal health care to low-resourced families, and I was part of an amazing team of passionate and talented friends.

    I have been a financial advisor since 2001, and I have sought to build a firm that incorporates lessons from my earlier life—mission-driven, deeply committed to clients, and seeking to change the conversation about money. I have increasingly led my growing firm into a more independent status, providing our clients with the most balanced advice possible. It has been a real joy to build a diverse talent pool of financial advisors, and to create a growing community of interesting clients.

    I grew up and raised my family just outside DC. I enjoy many outdoor activities, and founded a small grassroots environmental group, Friends of Dueling Creek. I am an avid naturalist, with a lifelong interest in medicine and the life sciences, and most days off find me out exploring the natural world.

  • As a Financial Advisor with Toler Financial Group, I love helping clients design the financial plans to make their dreams come true. I am also passionate about coaching people through change and life transitions.  One area of interest for me is Financial Independence Retire Early (FIRE). I enjoy working with clients to create more freedom in their life, design work optional lifestyles, and yes, even retire early. I work primarily with clients who are established in their careers, are approaching retirement, or are in retirement. 

    I am particularly interested in the intersection of finance and psychology and believe that clients’ awareness of their mindsets around money are a key piece to making progress with their financial plan. in addition to my financial planning and investment management role with TFG, I run a Life, Executive and Business Coaching practice. Reexamine Wealth. 

    Before making a full career shift to financial planning and coaching, I owned the accounting firm Balanced Financial Solutions (BFS) where my practice areas included individual Tax Planning and Preparation, Small Business Accounting, Tax and Advisory Services, and Financial Planning. I built BFS from a solo-practice into a firm with a team of 4 employees and multiple subcontractors. This role cemented my passion for financial planning and helping clients connect the various areas of their finances. I exited BFS through a successful acquisition. 

    Prior to BFS, I worked for a Big Four Multinational accounting firm, followed by smaller accounting firms. Other areas of my accounting experience include financial statement audit, financial reporting, and government accounting advisory services. Altogether, I spent over 13 years working as an accountant and advisor prior to my career shift into Financial Advisory.   

    Academic, Professional and Personal Highlights

    • Bachelor of Arts in Economics and Sociology/Anthropology from St. Mary’s College of Maryland, 2004.

    • Master’s in Business Administration from Howard University, 2008.

    • Certified Public Accountant (CPA) in Virginia, 2010.

    • I am a Washington, DC native split my time between there and Mid-Coast Maine, an Ashtanga and Rocket yogi, and a runner. I also enjoy travel, foreign language and cultures, and being in nature. 

  • As a teenager I worked summers for a financial newsletter and read the Wall Street Journal. But in college, I didn't see myself reflected in the world of finance and I went in a radically different direction—into sex ed.

    But it turns out sex and money aren't that different—both things are extremely important in our culture and yet taboo to talk about. Shame, embarrassment, and secrecy can make it hard to be honest about, and make good decisions about, our sex lives and finances. With nearly 20 years of experience as a sex educator, coach and trainer working with folks of all ages, I bring the same commitment to transparency, fun, and evidence-based learning and behavior change strategies as a financial advisor. 

    If you've ever worked with me, you know that I get right to the point and will keep you excited about and focused on your most important goals. As a a master trainer and program designer, I know how to help people make change in the areas of their life that can be the most challenging and shame-prone. I specialize in working with women and non binary folks, private practice owners, and progressive leaders.

    Academic, Professional and Personal Highlights 

    Guli holds Series 65 and Life, Accident and Health Insurance Licenses. 

    • Certified Financial Planner ® 

    • International Coaching Federation-Certified Life Coach Training, 2018  

    • Master of Public Health in Sexuality and Health, Columbia University, 2007

    • Bachelor of Arts in Latin American and African American Studies, University of Virginia, 2002  

    • Member of Stony Run Friends Meeting in Baltimore, Maryland  

    • Trustee, Friends School of Baltimore 

    • Kitchen Manager, Catoctin Quaker Camp

Client Service Team

The Client Service Team at TFG is working tirelessly behind the scenes to manage our scheduling, investment accounts, financial planning preparation, paperwork and many other business functions. They can always be reached at Service@TolerFG.com

  • I have nearly a decade of investment advisory, trading, and financial planning experience. I graduated cum laude from Drexel University with a double major in finance and legal studies, and I hold CAIA and CFA charters and am an active member of the CFA Society of Philadelphia. I brings to the table simple solutions to complex problems, helping to streamline Toler Financial Group’s operations as well as our clients' lives. In my spare time, I enjoy traveling, catching a baseball game, and exploring the food, music, and art of Philadelphia where I reside with my partner and two cats.

  • Sophie grew up just outside of Washington, D.C., and earned her Bachelor of Science in Environmental Science and Technology from the University of Maryland. During her college years, she worked part time at Toler Financial Group, which sparked an enduring interest in personal finance.

    After graduating, Sophie moved to Seattle, where she spent five years immersed in the Pacific Northwest’s natural beauty. She worked for an environmental land trust dedicated to conserving farmland across Washington State. In this role, Sophie collaborated closely with farmers, managed a small grant program, and engaged the local community through events celebrating the importance of farmland and the farmers who provide healthy, local food.

    Recently, Sophie returned to the DMV area to pursue her passion for personal finance and wealth management, excited to help people achieve their goals as part of Toler Financial Group.

    In her free time, Sophia loves adventuring with her dog Willow, traveling to all parts of the world, and exploring her newest passion—surfing.

  • I joined the TFG team with several years of experience in different management roles. I am responsible for ensuring our office runs smoothly and efficiently, and I oversee our administrative operations while supporting our financial advisors and staff in various areas. I pride myself on my attention to detail and interpersonal skills which allow me to effectively problem solve for the staff and clients alike.

    I attended Frostburg State University and have a B.S. in Political Science and Criminal Justice with a minor in Information Systems. I also carry an active CISM certification. 

    In my spare time, I love to travel, cook, has I have a growing interest in photography. I am also obsessed with historical documentaries. I love watching sports (and is a die-hard Cowboys fan) and I am excited about learning to play tennis. 

    My passion for helping others and serving those in my community are just some of the reasons I am excited about my future with TFG and the active role I get to play in helping people reach their financial goals.

  • For most of my professional life, I have worked with local organizations focused on community health. Over the years I have had an opportunity to develop and implement programs; manage large federal grants; train and mentor people from all walks of life; and lead a non-profit agency. Through these roles I have gained experience in non-profit management and leadership in service of a just mission.

    My own family moved to this area from Central America when I was young. I graduated from Georgetown University with a BA in History, and worked with a number of small community-based clinics, including The Washington Free Clinic, where I met and worked with Fran. I fell in love with the field of public health, and in 1998 I obtained a Master in Public Health from John Hopkins University. For 25 years I worked at La Clínica del Pueblo, a community-based clinic serving primarily immigrant Latinos. There I served in various leadership roles and had opportunity to collaborate and work alongside many health centers and community organizations.

    I live in Mount Rainier, Maryland with my family. I enjoy reading, music, food, movies, and being in nature and in community.