Tonya McKaughan® –Sr. Financial Consultant
As a senior financial consultant for Trek Wealth, Tonya is committed to personalized service and building long-term relationships with her clients. From the individual client to the corporate retirement plan committee, she strives to ensure the needs for each of her clients are met with the attention they deserve.
Prior to joining Trek Wealth, Tonya was a financial advisor and a founding partner of Sector Grid Advisors, Investment Management Consultants. She has 30 years of experience in the financial services industry. She began her career with a major brokerage firm where she first served as receptionist, then cashier and wire operator. After obtaining her Series 7, 63 and 65 securities licenses, she was promoted to a registered sales assistant. Tonya continued her career in the industry as a partner in a Registered Investment Adviser (RIA) firm where was the chief operating officer and chief compliance officer. She holds certification as an Accredited Investment Fiduciary (AIF).
Tonya is a native of Texarkana, Arkansas, but has called Rogers, Arkansas, home since 1992. She has been married for 40 years and has three sons and seven grandchildren. In her free time, she enjoys playing golf and spending time with friends and her family.