Toni Stone

Toni Stone

Senior Corporate Account Executive

Toni Stone joined Strategic Financial Solutions in 2012, and comes to the firm with over 12 years of corporate retirement plan experience.  She spent the first 10 years of her career working for the Principal Financial Group® in Des Moines as a Client Service Associate, Training Associate, and Senior Client Service Coordinator all within the Retirement & Income Solutions area.  Toni has extensive training via the Pension Business School at the Principal Financial Group and has worked with many different types of retirement plans including Corporations, Not For Profit Organizations, Qualified, Non-Qualified, and ESOP plans. 

Toni works to actively drive ongoing implementation of the Strategic Financial Solutions service model for our retirement plan clients.  She is directly responsible for the planning, direction and coordination of our corporate retirement clients. On a daily basis, she provides hands-on service to clients large and small, offering timely, creative solutions to help meet each client’s needs.  Toni joined this business because she truly enjoys delivering the message about the importance of retirement planning. 

Toni and her husband, Justin, have three very active children, Raya, Ally and Jack.  When they aren’t busy coaching and cheering on the kids in volleyball, basketball, track and baseball, they like to enjoy the great outdoors- swimming, camping, and grilling.

 

Favorite Food: Sushi

 

Favorite Movie: Braveheart or Spaceballs

 

Favorite TV Show: Friends and Seinfeld

 

Favorite Holiday: 4th of July

 

Place to visit: The Maldives

 

Bucket List: Skydiving  

Phone (319) 730-1048
Fax 319-362-2443