Toni Wells
Client Service Specialist
Toni Wells, our Client Service Specialist, brings over 16 years of experience in operations, client care, and personalized financial support. She manages client relationships, handles administrative tasks, and helps ensure smooth communication between clients and advisors.
Starting in retail, Toni transitioned into banking after a friend helped her navigate her own challenges. Inspired by the power of this advice, she then pursued a career dedicated to guiding others and helping them take control of their finances.
Toni’s personal experience of turning around her credit and buying her first home shaped her belief that even small conversations can transform someone’s financial trajectory. Whether through professional or personal interactions, she is committed to making a positive impact and sharing the blessings she’s received throughout her career and life.
Outside of work, Toni enjoys a busy family life with her husband, Jeff, and their blended family of four stepchildren and five grandchildren. They love spending time together boating and relaxing at home. Toni also pursues her passion for quilting, currently making quilts for each of her grandchildren. She enjoys the company of her beloved pets, including two cats and a dog.
Our Team is Your Guide to Your Pinnacle
Our founder, RJ Beucler, is a former math teacher, basketball player and basketball coach. That’s why he places the utmost importance on passing. From passing the test to passing the ball, it takes a team to accomplish a goal, and our discipline, tenacity, and persistence is our driving force toward optimizing your finances and finding the most efficient way for you to score. You also want to score as often as possible, and whether it’s in basketball or in your finances, you can’t score all of your points at once. It takes a consistent, focused approach to reach your pinnacle and succeed at the end of the day. Our team helps you streamline your plan and filter through the factors that can make it difficult to achieve your objectives, always looking for new ways to make your life easier. Meet our team below!
Get our Free Wealth Sync Scorecard!
Building meaningful wealth is difficult, and preparing for a comfortable financial future can be intimidating! At Wealth Sync Partners, our goal is to create a financial future that is full of endless possibilities. That’s why we’ve created this assessment that can help you optimize your personal wealth and find areas of inefficiency that can be enhanced to help you reach your goals. Download the Wealth Sync Scorecard below and start working toward:
- Efficient Direction for Your Future
- Minimization of Your Portfolio Risk
- Optimization of Your Financial Strategy
Synchronize your Financial Future.
We are here to help you succeed. Schedule your Complimentary Portfolio Review and align your Personal Goals with your Financial Plan.
8170 Corporate Park Drive, Suite 300
