Tonya Harper

Executive Financial Advisor

Branches: Aurora City Place, Southwest and McCaslin

Tonya is a registered Executive Financial Advisor and has been in the financial service industry since 1994. Her licenses include Series 7, 24, 63, 65, and Life & Health.

Her primary goal is to educate clients and work together to identify their goals, values, and investment objectives. Understanding is what empowers her clients to move forward with their financial plan and stay focused on their longterm goals. Tonya's areas of experience include Retirement Planning, 401(k) rollovers**, and Insurance Planning. She has designed and executed educational investment seminars, and created and implemented retirement plans using mutual funds, managed money, and insurance products.

She has two grown children, son Casey, daughter Stephany, and four grandchildren. Tonya not only believes in financial stability, but she also believes in physical agility and creating a balanced life. Tonya works out several days a week, and enjoys sports. She is an avid Michigan State football and basketball fan.

Phone 303.933.2067