Toby began his career as a Financial Advisor in 2019. He joined the financial services industry after working in healthcare as an epidemiologist for 3 years at the Wexner Medical Center in Columbus, Ohio. While the industries appear different, the same drive and passion to help others remains the same. That is what has evolved his pursuit in the service to others, concentrating on the long-term planning necessary for clients to reach their personal goals. He is a graduate with a Bachelor's Degree from Ohio State University as well as a Master's Degree from the University of Cincinnati.
Toby is a CERTIFIED FINANCIAL PLANNER™ practitioner and is committed to the CFP® Board’s ethical standards prioritizing clients’ interests first, and acting as a fiduciary when providing financial advice. Working with others and building relationships has always been a pleasure of his as he continues to get clients where they want to go.
Toby and his wife Lexi live in Waterville with their daughter, Liliana and their two dogs. They enjoy spending time with their families, exploring the local towns for restaurants and shops, going for walks, giving back to the community, and relaxing at home. When time permits, they enjoy taking weekend trips up to Lake Erie with friends and family to enjoy the sunshine and waves.