deJane Toki, FPQPTM

Sr. Registered Associate

A Cleveland native, deJane started her finance career in 2000 in Pittsburgh, Pennsylvania, at Parker/Hunter Inc. She held various positions in both the financial and legal departments until 2007 when her husband was transferred back to Cleveland. deJane credits her interest in numbers to her mother, who played dominoes with her at an early age.

deJane holds a Series 7 and 63 license and has a life, health and annuity insurance license. In addition, she obtained her Financial Paraplanner Qualified Professional TM designation from the College for Financial Planning. Her responsibilities include assisting in client meetings, helping clients with administrative questions and concerns, and preparing the necessary reports for client reviews. In her personal time, deJane enjoys entertaining, gourmet cooking for family and friends, and is an avid reader.