Behind every great firm are outstanding individuals. The team at Atlas is made up of a dynamic group of individuals – each with their own unique story and journey. We believe in celebrating and fostering the diverse and rich set of interests and skills of our team members so that collectively, we can bring that same commitment to our clients as they pursue their goals and passions.
Meet the professionals of Atlas Private Wealth Management.
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Senior Wealth Advisor
800-432-7447 ext. 113
Toby is a Senior Wealth Management Advisor at Atlas Private Wealth Management. He has been part of the Atlas team since early 2010 serving clients, supporting advisors, and providing leadership. He also serves on Atlas’ Investment Committee.
Throughout Toby’s tenure with Atlas, he has been involved in new business development, marketing, and strategic planning, as well as leading the Wealth Management Advisory Team.
He believes that maintaining an active role in the management of his clients’ portfolios is vital to the enhancement of the client experience and takes his fiduciary obligations to heart. As a member of the Investment Committee, he incorporates this belief while acting as a liaison for the other wealth management advisors.
Prior to joining Atlas Private Wealth Management, Toby worked in real estate development where he focused on rural residential and vacation properties across the United States.
Toby earned a bachelor’s degree in business administration from Southern Vermont College and has attained the Chartered Retirement Planning CounselorSM (CRPC®) designation through the College for Financial Planning.
Toby lives in Colorado and enjoys playing hockey and fishing in his free time. Previously, he lived in Vermont where he has a long history of service to his community in Southwestern Vermont and the Northern Berkshire area. Toby has been a member of Rotary International since 1999.
CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
Join us for a one-hour seminar covering common mistakes to avoid and simple strategies to leverage as you enter retirement.
We will be covering key points from the tax reform law and its implications for individual investors and business owners.
