Toni-Ann joins the Shepherd team in 2017 as a Client Relationship Manager. She is a resource for clients when completing paperwork, placing and following up on requests and supporting the advisory team with operational requests.
Prior to joining Shepherd, Toni-Ann worked as a Retirement Services Representative for Voya Financial , earning her Series 6- licensing designation. Toni-Ann holds a BA in Economics, with a minor in Psychological Science from Central Connecticut State University.
As a new resident of Boston, she is enjoying exploring her new home as well as spending time reading, running, and developing her culinary skills .