Amie Toyama is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and has eight years of industry experience. Prior to joining Avantax, she worked at Watson Coon Ryan LLC and several associated firms. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies, centralized trading, and annual account reviews.

Troy Coon is an investment advisor representative with Avantax Planning Partners, Inc. He holds Series 63 and Series 65 licenses and has five years of experience in the financial industry. He also manages a tax consulting partnership, Watson Coon Ryan LLC, where he provides tax compliance, planning, and IRS representation services for individuals and businesses. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisor representatives. The firm serves individuals, pension plans, charitable organizations, and businesses, employing tax-intelligent investment strategies and style allocation models overseen by an investment advisory committee.