Broker Check

Tonka Financial Services

Tonka Financial Services

President / Financial Advisor



To be a multifaceted firm, serving our unique clients, while building multigenerational success


  • Clients always first
  • Comprehensive and integrated advice
  • Independent and objective
  • Team based approach
  • Fiduciary standards used in our advice

Our Process

  • Organize
  • Prioritize
  • Analyze
  • Develop a plan
  • Implement
  • Monitor and Adjust

Value Statement

PLANS   P- Provide confidence with sound planning, L- Lead with integrity,. A - Access to human talent both internally and externally, N - Navigate complexity using simplicity through integrated planning process, S - Strategy that brings income, mitigates risks, addresses inflation.