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About Toni

As a dedicated associate, I’m committed to providing the clarity and guidance you need to navigate your financial journey. With a strong foundation in finance from the University of Wisconsin-Whitewater and professional qualifications including FINRA Series 7 and 66 licenses, as well as a Life & Health Insurance License in WI, I bring a wealth of knowledge and expertise to help you achieve your financial goals. Whether you’re starting to build your wealth, aiming for a secure retirement, or planning to leave a lasting legacy, my approach is tailored to what matters most to you.

Education and Community Involvement

My specialization areas include life insurance, investments, education funding, savings strategies, and retirement planning, ensuring a comprehensive approach to your financial well-being. Outside work, I share my life with my husband, Andrew, and our dog, Scooby. I’m actively involved in our community as a St. Luke’s Lutheran Church member. I also serve as an ambassador for the Watertown Area Chamber of Commerce and Vice President for the Johnson Creek Historical Society. My passion for gardening reflects my belief in nurturing growth, a principle that guides my professional and personal life.

Meet My Team

Rock River Financial Advisors

Rock River Financial Advisors

Title: Team Practice
Website: https://connect.thrivent.com/rock-river-financial-advisors

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Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

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Designations

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