Executive Financial Advisor
Branches: Aurora City Place, Sloan's Lake, Southwest
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Tonya is a registered Executive Financial Advisor, and has been in the financial service industry since 1994. Her licenses include Series 7, 24, 63, 65, Life & Health, and she is licensed to sell securities in the states of: CA, CO, MI, WA, AZ, AR, and TX.
Her primary goal is to educate clients and work together to identify their goals, values, and investment objectives. Understanding is what empowers her clients to move forward with their financial plan and stay focused on their longterm goals. Tonya s areas of experience include Retirement Planning, 401k Rollovers, and Insurance Planning. She has designed and executed educational investment seminars, and created and implemented retirement plans using mutual funds, managed money and insurance products.
She has two grown children, son Casey, daughter Stephany, and two grandchildren, Donovan and Piper. Tonya not only believes in financial stability, but she also believes in physical agility and creating a balanced life. Tonya works out five days a week, and plays soccer, softball, tennis, and golf. When time permits, she also likes to volunteer at the local soup kitchen & Meals on Wheels.
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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA /SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union customers.