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Tonia serves as Senior Portfolio Manager for Midland Wealth Management and Midland Trust Company and brings over 18 years of experience in financial planning and wealth management. In her role, Tonia provides customized investment solutions and asset allocation strategies to institutional, trust, and high net worth clients to meet their needs and goals. As a member of the Investment Strategy Committee, Tonia monitors economic trends and is involved in setting overall strategy. Prior to joining Midland, she served as Vice President and Trust Investment Officer at a local community bank’s Wealth Management group.

Education

  • Bachelor of Business Administration in Finance from the University of Wisconsin-Whitewater

Certifications

  • CERTIFIED FINANCIAL PLANNER® (CFP®)
  • Chartered Retirement Planning Counselor™ (CRPC®)

Other Team Members

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