Tonya joined the firm in June 2011. She came from the banking industry with over 14 years experience as a lending supervisor at one of our local credit unions. Her role at 3 Rivers Financial Group consists of managing the day to day operations, client bookings, vendor contacts, transactional intake reporting, as well as new client account finalizations.
"We are very, very fortunate to have found Tonya." Mr. Morrow states. "Office Manager no where near describes the talent of this person thus why she heads up everything operational for our company. She has been the very first assistant I have dealt with, in almost 2 decades in this business, that allows me to do what it is that I am great at. I have 1000% confidence that she can handle any issue or client need that comes through our doors."
More recently, Tonya has expressed an interest in stepping a bit more into the advisement world.
"It really is exciting to see someone grow and mature in this field and have that passion for what it is I do day in and day out." Mr. Morrow sates.
"Our plan is to slowly introduce her to what the beginnings of that would look like as she starts the long process of obtaining some of the basic licensing requirements for things like initial plan design, tax management tactics, and best practices advisement. I have full confidence that if that is what she would like to do, she will be just as great in that job function, as she is at being our current Op's Manager."
Tonya has been married for over 21 years to Joe and together they have a 19 year old son.
Her interests outside the office include gardening, reading, and spending quality time with family.