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Montage Wealth Management

Tonya Wester

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Tonya Wester

Director of Client Services

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Tonya serves as the Relationship Manager for our Strategic Partner Lisa Capizzi. She brings more than 7 years of professional experience and leads the client service team for the accountant side of our business. Tonya’s priority is to provide clients with excellent service and quality communication that they deserve. She serves an important role in helping clients implement the fully integrated set of financial products we have to offer.

Tonya began her career at an independent broker dealer and has worked with Lisa for the past 3 years. A graduate of University of Buffalo, Tonya has a Bachelor’s degree in Business Administration with a concentration in Finance and holds her FINRA Series 11.

Tonya and her husband Nathan reside in Pittsford, NY. Together they enjoy traveling and hiking. Tonya is an avid runner and also enjoys snowboarding during the winter months.

This communication strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MD, MI, MO, NC, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Privacy Policy. Copyright © 2021