Senior Corporate Account Executive
Toni works to actively drive ongoing implementation of the Strategic Financial Solutions service model for corporate retirement plan clients. Toni provides white glove service to clients large and small, to help meet each their service needs.
Toni enjoys helping provide business owners and their HR & Benefits Teams by fostering a sense of security and provide a clear understanding of complex retirement plan offerings. She operates as an extension of your team! She has over 23 years of experience counseling company leaders on their employer-sponsored retirement plans.
Toni joined this business because she truly enjoys working with financial professionals to help them deliver the message about the importance of retirement planning for all employees, no matter what stage they are in their working career.
Prior to joining SFS in 2012, Toni held client servicing roles at Principal (1999-2009) and Diversified Investment Advisors (2009-2012). She oversaw the administration and compliance for companies with plan assets of $10M-$500M. She is proficient in working with 401(k), Defined Benefit Pension, ESOP, and Non-Qualified Plans.
Her expertise spans from plan creation & implementation, recordkeeper transitions, on-going plan administration/management, and employee education deliverables. She has decades of experience helping bridge that fiduciary responsibility gap with her knowledge of compliance and ERISA rules (the regulations governing corporate retirement plans).
Education and Honors
- Series 6 Securities Registration
- 23 years financial service industry experience
- Toni is actively working on her QKA designation
Interests and Hobbies
Favorite Food: Sushi
Favorite Movie: Braveheart or Spaceballs
Favorite TV Show: Friends and Seinfeld
Favorite Holiday: 4th of July
Place to visit: The Maldives
Bucket List: Skydiving