Our door is always open.
For several years, Rick Tonkinson burned the candle at both ends. Rick worked as a trust officer for a large national bank during the day and attended school at night to earn two Master’s degrees. Every week he took time to take a walk around the neighborhood with his young son, as a way to talk about life, school, work, and family. During one of these walks, when Rick had just celebrated earning his CERTIFIED FINANCIAL PLANNERTM professional designation, 12-year-old Steven asked if now, having learned so much, his dad would share his awesome new skills and knowledge with friends and neighbors. A lightbulb went off...not happy with his job at the bank with their high minimums and unable to help regular folks like his neighbors or himself, the idea of becoming an independent financial advisor helping working people in his community was born. That idea, sparked by a father and son going on a walk, became Tonkinson Financial, an independent, family-owned financial advisory firm with over 30 years of helping individuals and families achieve their financial goals.