Tonya Coleman, MS

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Tonya Coleman, MS Financial Advisor Tonya Coleman is a seasoned Financial Advisor with more than a decade of experience helping individuals and families build financial security.

She holds FINRA Series 6, 63, and 65 registrations, Life & Health Insurance credentials, and a Master of Science in Finance degree with a concentration in Financial Planning. After establishing a holistic approach to helping clients make informed decisions, Tonya most recently served as a Retirement Education Specialist, where she worked with pension leaders and members to strengthen retirement readiness. In this role, she educated individuals on personal finance and guided them in understanding the complexities of their pension benefits, including Teachers Retirement Systems (TRS) and State Universities Retirement Systems (SURS), while supporting the launch of multi-million-dollar deferred compensation plans. Tonya has returned to her passion for financial advising, offering holistic planning solutions that integrate investments, insurance, retirement strategies, and long-term wealth-building. She is deeply committed to simplifying complex financial concepts, empowering clients to make confident decisions, and expanding her practice to serve individuals and families across all stages of life—including high-net-worth households seeking sophisticated financial guidance. Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC). The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:
We are registered to sell Securities in Illinois. We are licensed to sell insurance in Illinois.

10/13/2026

Mark your calendar: the FAFSA for the 2027-2028 school year opens on October 1.

10/12/2026

For defined contribution (DC) plan committees, target-date funds remain the default investment workhorse. They continue to dominate qualified default investment alternative (QDIA) selections and, for many participants, represent the entirety of their retirement strategy.

10/11/2026

Do you have a strategy for reviewing and updating your investment portfolio?

10/10/2026

In estate planning, life insurance is purchased for several reasons: (1) to provide cash to the insured's family for daily living expenses, (2) to provide cash for potential death taxes and estate expenses, and (3) to provide a shelter from income taxes (for beneficiaries), potential estate taxes, o...

10/09/2026

Strong governance starts with structure, process, and a clear understanding of fiduciary responsibility.

10/08/2026

Returning to school as an adult often involves financial sacrifices. How will you pay for it? Personal savings, financial aid, employer-funded tuition, and private loans may be available to you, and education tax credits might help out at tax time.

10/07/2026

The latest quarterly market review is available.

10/06/2026

The answer depends on several factors.

10/05/2026

SIMPLE plans may appeal to small business owners and the self-employed.

10/04/2026

You can use a Roth 401(k) to accumulate a nest egg of tax-free retirement income.

Address

2525 Cabot Drive
Lisle, IL
60532

Telephone

+16302454045

Website

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