Tonya Lore has been in the financial services industry since 2004 and joined Merrill Lynch Wealth Management in 2023. She is a CERTIFIED FINANCIAL PLANNER™ professional. As part of the CFP® certification, CFP® professionals make a commitment to the CFP Board to act as a fiduciary when providing financial advice to clients.She is a graduate of the University of Colorado at Boulder with a bachelor’s degree in Economics and a minor in Business. She obtained her Masters in Business Administration from Rockhurst University.
Tonya enjoys forming a personal connection with her clients and seeing their goals come to fruition. She recognizes successful client relationships are built on trust and open communication and strives to make her clients feel at ease.
She and her husband, Brian, live in Overland Park, Kansas with their two daughters. They are active in the community, supporting the Steps of Faith Foundation and various other charitable organizations in the Kansas City area.
As a member of the Homuth Lore Wealth Management Group, I am pleased to offer my clients the wealth of knowledge of a team of professionals and top tier client service.While my background has been on the asset managment side of the business, I love working with individuals and their families to demistify investing and help them achieve their goals. Whether you are an experienced investor or suddenly in charge of your finances, we can help.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
