A Team Dedicated
To Your success
You can count on us to consistently and responsibly deliver all services related to the implementation, review, and ongoing monitoring of the financial planning strategies we provide for you.
We Will Consistently:
- Endeavor to gain and maintain a comprehensive
understanding of your financial goals - Regularly update your current financial information
- Thoroughly evaluate and monitor your investment risk
and time horizon - Clearly explain the implications of all recommended
financial planning strategies and readily address any
questions you may have - Provide updates via email, mail, and phone as appropriate
- Meet with you regularly to stay informed and connected with your life changes
- Serve as your primary financial advisor, coordinating with other relevant professionals as needed
- Treat you with respect and professionalism at all times
Jamey Toney, CFP®, CKA®
LPL Financial Advisor
Jamey Toney, the founder and operator of Toney Financial Services, collaborates closely with his team and other professional resources to helping ensure clients receive efficient, professional, and friendly financial planning advice and service.
As your wealth manager, Jamey will oversee the financial planning process for you. He will assist in identifying your goals and collaborate with you to implement a series of comprehensive wealth strategies, helping you realize your vision for the future through “The Tiger Process.”
Driven by a passion for helping people pursue and maintain financial independence, Jamey Toney founded his company in Snellville, Georgia, in 2008, and rebranded it to Toney Financial Services in 2022. A primary focus for Jamey’s clients is helping to ensure their needs are met and their futures are financially independent, enabling them to live a fulfilling life.
Jamey’s credentials include:
- CERTIFIED FINANCIAL PLANNER®
- Certified Kingdom Advisor®
- Chartered Financial ConsultantTM
- Member of Ed Slott Elite Advisor Group
Jamey is a SmartVestor Program Participant. SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit SmartVestor investing professionals to learn more.
Born in Decatur, Georgia, and raised in Snellville, Jamey graduated from The University of Georgia with a Bachelor of Science in Consumer Economics. He is committed to staying current with wealth management strategies for both his clients and his own family and actively engages with networks of wealth management professionals. Jamey and his wife of over 10 years, Meghan, reside in the Athens area, where they are raising their son. He is an active participant in the Snellville Commerce Club, a Gwinnett County Chamber Chairman’s Member, and serves on the board of the Snellville Downtown Development Authority. Jamey and Meghan enjoy giving back to local charities and being active members of their community and church.
Sherrye Beebe
Office Manager
Sherrye has been with Jamey since 2022 and is dedicated to helping ensure our clients receive the best possible service. She assists with your day-to-day needs and helps to ensure that Jamey or a partnering professional responds to your inquiries promptly. Sherrye and her husband, Bobby, share a love for the mountains and enjoy spending time with their grandchildren. They are also actively involved in supporting various local charities and
their church.
Cason Crenshaw
Client Services Manager
Cason Crenshaw, a native of Alpharetta, Georgia, is a recent graduate of the University of Georgia, where he earned his degree in Financial Planning. Cason is excited to join Toney Financial Services and put his passion into practice by assisting his Team and providing dedicated customer service.
Outside of his professional interests, Cason is an active member of his local church, where he contributes to the worship band by playing guitar, bass, drums, and lending his voice. A proud supporter of UGA athletics, he rarely misses a football or baseball game. Cason currently lives in Athens with his wife, Macy, and their dog, Silas, and is grateful to call the Classic City home.
