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, 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.

To learn more about our Team members, click on their names.

Our Advisors

Financial  Advisor – CEO

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

Financial  Advisor

Marcio brings a depth of experience in investment analysis and financial planning to our team.

 

Associate Financial Advisor

Guli has worked as a Financial Coach at our firm for some time, helping clients set and reach goals.  We are happy that she is now an Associate Financial Advisor.

Client Service Team

Financial Planning Assistant

Anthony joined our firm in 2020 as a recent graduate of Virginia Tech, and is our Financial Planning Assistant

Operations Manager

Juanita is the key to our customer service and smooth operations!

Intern

Gabby is a new intern helping with the firm operations while completing her financial degree.

Office Manager

Alice is our talented new Office Manager.

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.