Hi! I'm Toya Werkheiser. I help individuals, families, and businesses build long-term security and generational wealth. A former Fortune 15 Healthcare Operations Executive with 16 years of experience leading strategic initiatives in the healthcare insurance industry, I now bring that same clarity, structure, and problem-solving mindset to financial services—helping individuals, families, and businesses build long-term security and generational wealth.
A wife and mother of four, I’ve lived the real-life demands families face. Attending grad school while working full-time and fully engaged with kid's school and extracurriculars— that's a journey that deeply informs my empathetic, results-oriented approach to financial planning. I am passionate about breaking down financial barriers and helping clients create legacies that last.
