Director of Client Services
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.