CFP® ChSNC® CASL® RICP® ChFC® CLU®, Financial Advisor
As a Financial Advisor with Midland Financial Advisors, Inc., Toby works with people and businesses to develop, implement, and monitor their financial plans. His passion for helping others, combined with broad financial services experience, enable him to develop solutions personally tailored for his clients. Prior to joining Midland Financial Advisors Inc., Toby spent more than 20 years working with major investment and insurance firms in a variety of roles. He received his Bachelor of Science Degree in Finance from the University of Wisconsin-La Crosse in La Crosse, Wisconsin. Toby is a CERTIFIED FINANCIAL PLANNER™ professional whom also holds the Chartered Special Needs Consultant (ChSNC)®, Chartered Advisor for Senior Living (CASL)®, Retirement Income Certified Professional (RICP)®, Chartered Financial Consultant (ChFC)®, and Chartered Life Underwriter (CLU)® designations with The American College of Financial Services.
The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.