Senior Financial Advisor
Tobia has more than 20 years of experience in the customer service and training industry. She has worked with Brian Stephan since January 2015 starting as a registered Financial Planning Associate. Her primary focus is providing individuals and families with customized strategies to embrace the future and prepare for the next adventures and challenges of life.
Tobia relocated from California as the proud daughter of an Air Force Colonel to the Jamestown community more than 30 years ago. She has two amazing boys, Taylor and TJ, who keep her pivoting from one sport to another. In her (limited) spare time she enjoys creating memories with family and friends, spending time on the lake, afternoon motorcycle rides, boating, and training for her next running event. She loves the opportunity to give back to her community. She was an active board member of the Jamestown Youth Football for 8 years, currently she is a Commissioner with the Greene County Parks and Rec, a former chair but active member of the Xenia Chamber Women in Business, the President for both the Jamestown Lions Club and the Greeneview Boosters, and a past VP of the Greene County Public Health Foundation.
Check the background of this investment professional on FINRA’s broker check site.
Tobia's Part 2B of Form ADV is located here.