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
Associate 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.
Specialists
