Portfolio Administrator

Toni joined Acropolis in 2020 as a Portfolio Administrator.  She is currently responsible for client relationship management, portfolio analysis, operations, and reporting. Toni enjoys helping clients and acting as the intermediary between clients and their custodian, accountant, insurance expert, banker, and attorney/estate planner.

Toni earned her Bachelor of Science in Communications from the University of Missouri, St. Louis. In her free time, she enjoys spending time traveling with her husband and three children.

She also assists in her church youth group as a core team member and often as a chaperone to retreats and events.