Advisor Bio

Tonya Coleman is a seasoned Financial Advisor with more than a decade of experience helping individuals and families build financial security. She holds FINRA Series 6, 63, and 65 registrations, Life & Health Insurance credentials, and a Master of Science in Finance degree with a concentration in Financial Planning.

 After establishing a holistic approach to helping clients make informed decisions, Tonya most recently served as a Retirement Education Specialist, where she worked with pension leaders and members to strengthen retirement readiness. In this role, she educated individuals on personal finance and guided them in understanding the complexities of their pension benefits, including Teachers Retirement Systems (TRS) and State Universities Retirement Systems (SURS), while supporting the launch of multi-million-dollar deferred compensation plans.

Tonya has returned to her passion for financial advising, offering holistic planning solutions that integrate investments, insurance, retirement strategies, and long-term wealth-building. She is deeply committed to simplifying complex financial concepts, empowering clients to make confident decisions, and expanding her practice to serve individuals and families across all stages of life—including high-net-worth households seeking sophisticated financial guidance.