Toni Kielly
About Toni Kielly
Toni Kielly is a Division Leader and Personal Financial Coach with over a decade of experience in personal banking. She integrates her background in health and wellness into her financial coaching practice to provide a comprehensive approach to client management.
Work at Primerica
Toni Kielly has been employed at Primerica since 2021, serving as a Division Leader and Personal Financial Coach. In this role, she utilizes her extensive background in health and wellness to provide a comprehensive approach to financial coaching. Her responsibilities include guiding clients in financial planning and management, leveraging her expertise to enhance their overall financial health. Additionally, she holds the position of Regional Leader, Financial Coach, where she focuses on client engagement and support within the Iowa region.
Experience in Personal Banking
Toni Kielly has accumulated a decade of experience in personal banking, which significantly enhances her capabilities as a Personal Financial Coach. Since 2011, she has been working at Central State Bank as a Personal Banking Manager. This role has allowed her to develop a deep understanding of banking services, customer needs, and financial products, which she integrates into her coaching practice to better serve her clients.
Education and Expertise
Toni Kielly holds a Bachelor's degree in Health and Wellness from Grand View University, where she studied from 2008 to 2010. Prior to that, she attended Minot State University, focusing on Health and Physical Education/Fitness from 2004 to 2006. Her educational background in health and wellness informs her holistic approach to financial coaching, allowing her to address both financial and health-related aspects of her clients' lives.
Background in Health and Wellness
Toni Kielly possesses a strong foundation in health and wellness promotions. This background informs her approach to financial coaching, enabling her to combine insights from health trends with financial strategies. Her unique perspective allows her to offer clients a well-rounded approach to managing their finances, emphasizing the connection between financial stability and overall well-being.