Our Team

Catherine Toone

"I'm a people person by nature and take great joy getting to know my clients. The very foundation of our approach is finding out how we can help you achieve your unique goals and dreams."- Cat Toone

Catherine Toone started her career in the financial services industry in 2011. At that time, the economic crisis was still fresh in  people’s minds and she saw first-hand the financial devastation it had caused retirees and pre-retirees. Those families became her “why” and she set out to find a better path than traditional financial services offered. Catherine dedicates herself to shedding a light on financial truths in order to critically think financial solutions so that her clients can feel empowered to make the best decisions themselves.

Cat joined Gina Wells in 2020 after discovering how much their missions aligned and together, they launched Gina Wells + Cat Toone, Financial Design Strategies in February 2021. Cat has her Health & Life license in Michigan and Connecticut and is currently completing courses to obtain her Series 65 license.

An active member of the community, Cat is the Treasurer-Elect of the Flint Jr. League and is a founding member of the Flint-Chapter of Free Mom Hugs.

Cat lives in Grand Blanc with her husband Kelly, a chef, and her two spirited boys Owen & Liam.

 

Cat Toone is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.