About Toby
Toby serves clients, supports advisors, and provides leadership. He has been involved in new business development, marketing, and strategic planning, and he leads the Wealth Management Advisory Team as well. Toby believes that maintaining an active role in the management of his clients’ portfolios is vital to the enhancement of the client experience, and he takes his fiduciary obligations to heart. As a member of the Investment Committee, he incorporates this belief while acting as a liaison for the other wealth management advisors.
Toby lives in Colorado and enjoys playing hockey and fishing in his free time. Previously he lived in Vermont, where he has a long history of service to his community in Southwestern Vermont and the Northern Berkshire area. Toby has been a member of Rotary International since 1999.
Education and Professional Milestones
-Southern Vermont College – bachelor’s degree in business administration
-The College for Financial Planning – Chartered Retirement Planning Counselor® (CRPC®) designation
-Has also worked in real estate development, with a focus on rural residential and vacation properties across the United States
Toby serves clients, supports advisors, and provides leadership. He has been involved in new business development, marketing, and strategic planning, and he leads the Wealth Management Advisory Team as well. Toby believes that maintaining an active role in the management of his clients’ portfolios is vital to the enhancement of the client experience, and he takes his fiduciary obligations to heart. As a member of the Investment Committee, he incorporates this belief while acting as a liaison for the other wealth management advisors.
Toby lives in Colorado and enjoys playing hockey and fishing in his free time. Previously he lived in Vermont, where he has a long history of service to his community in Southwestern Vermont and the Northern Berkshire area. Toby has been a member of Rotary International since 1999.
Education and Professional Milestones
-Southern Vermont College – bachelor’s degree in business administration
-The College for Financial Planning – Chartered Retirement Planning Counselor® (CRPC®) designation
-Has also worked in real estate development, with a focus on rural residential and vacation properties across the United States