What Makes Our Team Different?

We are acutely aware that financial services are not targeted to meet the needs of many communities – politically progressive, LGBTQ, racial and language minorities. With the bias towards conservative political orientation in the financial services industry, few advisors are inclined to focus on the needs of those that see and experience the world differently from them. We at Toler Financial Group seek to serve our whole community with integrity and independence.

We are acutely aware that financial services are not targeted to meet the needs of many communities – politically progressive, LGBTQ, and racial minorities. With the bias towards conservative political orientation in the financial services industry, few advisors are inclined to focus on the needs of those that see and experience the world differently from them. We at Toler Financial Group seek to serve our whole community with integrity and independence.

Our Advisors

Financial Advisor - CEO

Fran brings 20 years of experience to the exciting task of growing an innovative financial planning firm.

Financial Advisor

Guli joined our team with two decades of experience in sex education, behavior change and public health. She brings a unique and engaging approach to financial planning. 

Financial Advisor

Brandon focuses on financial advice and coaching. He has 13 years of experience as a CPA helping business owners and individuals with tax strategies and planning.

Client Service Team

Assistant Financial Advisor

Anthony joined our firm in 2020 after graduating from the Financial Planning Program at Virginia Tech. He is very  skilled in investment and financial planning support.

Assistant Financial Advisor

Gabby is early in her financial career with Toler Financial Group, currently as our insurance and marketing specialist. She is a graduate of the Robert H. Smith School of Business at University of Maryland.

Office Manager

Yaya is our talented Office Manager. She is an energetic professional with a strong background in team management. 

Financial Planning Intern

Maggie is our intern from the University of Maryland – she will graduate in 2024 from the Smith School of Business.

Specialists

Marketing

Lillian helps with marketing and website management.

rafting

Teamwork Keeps Us All In the Same Boat!

Learn more about our team and everything we offer.

Office Manager