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, 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, personable, and engaging approach to financial planning.
Financial Advisor
Brandon focuses on financial advice and coaching. He brings 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 Toler financial Group in 2020 after graduating from the Financial Planning Program at Virginia Tech. He is highly skilled in investment and financial planning support.
Paraplanner and Business Manager
Paul is excited to join the Toler Financial Group as an Paraplanner. In addition to his business experiences, Paul is eager to bring his passion for financial literacy and a planning-first mind set to this role.
Office Manager
Yaya is our talented Office Manager. She is an energetic and effective professional with a strong background in team management.
Client Service Associate and Insurance Specialist
Iyaana functions as our Client Service Associate. In addition to being a kind and effectual ally to TFG’s clientele, she is a lifelong learner with plans to further her financial and legal education.
Specialists
Teamwork Keeps Us All In the Same Boat!
Learn more about our team and everything we offer.