Toria is committed to building strong, lasting relationships with her clients by understanding what matters most to them and creating financial strategies tailored to their unique goals. She is passionate about providing clarity and guidance, offering a trusted space where clients can confidently prepare for the future.

Having grown up with parents who were both leaders in finance, Toria learned early on the value of financial literacy and the importance of thoughtful decision-making. These lessons sparked her passion to help others build meaningful financial futures. With a background as a classically trained musician, she brings a unique blend of creativity, precision, and problem-solving to her work, ensuring each client’s financial strategy is both practical and personalized.

As a Financial Advisor with the Financial Services Certified Professional® (FSCP®) designation, Toria takes a holistic approach to customized financial strategies. She helps clients bring all the pieces of their financial picture together, aligning them with their goals and values.

Outside of work, Toria spends her time with her spouse, Houston, and their two rescue dogs, Harley and Skylar. She enjoys hiking, snowboarding, CrossFit, and camping, and loves winding down with a good book. Toria values creating a life filled with purpose and balance, and she is dedicated to helping her clients do the same.

Kevin’s background stems from building and owning a variety of small businesses over the past two decades. During this time, he learned the importance of developing strong relationships and networking is vital to success. Kevin’s main goal has been and continues to be this: Add value to everyone he meets. 

During his time as a small business owner, he was fortunate to become connected to the financial industry. Kevin immediately saw the power in making your money work for you and your family. The strategies he learned then are still in place today and have covered the cost of his daughter’s college education before she has even graduated high school. This accomplishment inspired him to pursue business development and client success in the financial world so that he could help others reach their own goals.

Kevin enjoys working with our community of charities, business owners, professionals, investors, and families. He is passionate about building a network of strong businesses to surround our clients with proficient professionals to guide them in what is most relevant to their aspirations. 

When not in office, Kevin enjoys traveling and spending time with his daughter, Eryan, and life partner, Tara. He also enjoys reading, exercising, pickleball, golf, and anything that involves coffee and friends.