Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Tonya Webber
Operations Manager
Tonya Webber is an accomplished Operations Manager with extensive experience in financial services, specializing in optimizing business processes, ensuring regulatory compliance, and delivering exceptional client service. With a proven...
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Circe Tansey
Client Service Associate
Circe Tansey is a dedicated Client Services Advisor at Trilith Wealth Management, known for her exceptional commitment to customer satisfaction. With a solid background in customer service and finance, she brings a unique blend of...
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Ashley Pollard
Client Service Associate
Ashley Pollard has been a Client Service Associate at Trilith Wealth Management since 2022. In her role, Ashley is dedicated to providing exceptional support to clients, ensuring smooth communication and a seamless experience...
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