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.

Juanita, Marcio, Fran

Financial  Advisor – CEO

Fran brings 18 years of experience to the exciting task of growing an innovative financial planning firm.

Associate Financial  Advisor

Marcio brings a depth of experience in financial planning to the Toler Financial Group.

FinancialPlanning Assistant

Anthony is our new Financial Planning Assistant

Operations Manager

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



Lillian helps with marketing and website management.

Sophie is our marketing software whiz!

Emily is our new Marketing Intern.


Teamwork Keeps Us All In the Same Boat!

Learn more about our team and everything we offer.