Toni E. Whaley is Co-Founder and CEO of Paladin Advisor Group, A PlanMember Financial Center. She has been a financial planner for over 15 years. Together with her husband Mike, she has grown Paladin Advisor Group to nine associate financial professionals, servicing several counties in the greater Baltimore and Washington DC area. Paladin services over 2,000 clients and manages over $200 million in client assets. Toni currently holds series 6, 65, 63 and life and health licenses. As a financial planner and health and life insurance agent, Toni focuses on helping those who make it their mission to serve others. Her clients include education professionals and their spouses, Federal employees and employees of for-profit and non-profit organizations. Helping people discover who they are, who they want to become and plan for their future is a major focus for Toni. Toni belongs to the Howard County Chamber of Commerce, the National Association of Professional Women, the Financial Services Institute, and the Howard County Estate Planning Council. Paladin Advisor Group is listed as an A+ accredited company with the Better Business Bureau.
Toni is a topical speaker on subjects such as personal financial fitness, understanding how money works in our economy and personal responsibility. Toni is well-versed in pension and benefit features, retirement income planning, and senior topics such as Medicare and Social Security. Toni is a mother to three adult boys, and is raising two shih tzu puppies, Bear & Willow. Much of her volunteer efforts have been with ministries that focus on family and friends who are affected by disability. When helping her clients construct their financial life, Toni’s goal is to give them confidence that financial peace of mind is within their reach.
Click here to visit Toni Whaley at PlanMember.com