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.
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.
Specialists
