Tonya serves as a Financial Services Coordinator / Tax Preparer since joining the firm in 2017. She works out of our Celina office and is part of the financial services and tax teams. She specializes in providing the following services:
- Customer service to our Financial Services clients
- Preparation of applications for new and existing Financial Services clients
- Customer service for life insurance, long term care, and disability insurance clients
- Delegation of incoming financial services work
- Preparation of individual tax returns
Tonya is a graduate of Celina High School and University of Northwestern, Ohio. She participates in professional development seminars and continuing education courses to ensure the highest level of service and expertise for our clients. She resides in Wapakoneta, Ohio with her husband, Bryan. They have four children and are proud grandparents.
“I enjoy working with clients and providing them the best customer service”