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®)
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