Toni received her Bachelor of Science in Business Administration in Management and Bachelor of Science in Accounting from Rockhurst University, Kansas City, Missouri in 1990 and 1996, respectively. She is an Investment Advisor Representative.

Prior to joining CWA, Toni gained experience through three years of service with the international accounting firm of KPMG Peat Marwick, LLP, and through eight years of service in the small family-owned retail business sector. Since joining CWA, Toni has worked directly with Darrell Cain and the founding clients of the firm. Toni continues to grow with these clients as they transition their dental practices, prepare distribution planning for retirement assets, and build estate plans with the goal of preserving and perpetuating the wealth they’ve created throughout their lifetimes.