Jeffrey has been in the financial services industry for 20 years, and has served his clients as a Financial Advisor for 15 years. Jeffrey graduated with honors from the University of Alabama with a Major in Finance and a concentration in Investment Management. Jeffrey created Greenwood Wealth Management to focus on providing minority Advisors with extensive training and a robust technology platform to be successful in an industry that lacks adequate minority representation. He also places a high priority on providing its clients with best in class investment management and financial planning services.
Tonoka has worked over 25 years in corporate America sales. Her product knowledge, instincts, and motivation led her to win numerous corporate achievement awards. She now brings those same attributes to the world of health and life and insurance. A “hands on” individual Tonoka, gives all of her clients the personal attention needed to both assess client needs and help them achieve their goals.
Tonoka has a BS in Biology, and her MBA is in Business Administration. She spends her personal time volunteering in her community and also with her family and friends.