Broker Check
Mike Tonis

Mike Tonis

Financial Planner

Mike joined our team in 2022 and graduated from the University of California, Berkeley. Before embarking on his career in financial planning, specializing in serving pre-retirees and retirees in Northern California, he held various management positions in the healthcare sector. In addition to his professional career, Mike has a strong passion for baseball. He played as a catcher for the Kansas City Royals for several seasons. After retiring from professional baseball, he continued to be involved in the sport by serving as an instructor for students and working for multiple years as a certified player agent. Mike and his family reside in Elk Grove, CA.

Fun Facts:

  • What is your proudest accomplishment?
    Playing in the 2004 Summer Olympics in Athens, Greece, for the Greek National Baseball Team and playing in the Major Leagues the same year.


  • What's #1 on your bucket list?
    Playing golf at Augusta National.


  • What kind of vehicle did you take your driver’s test in, and did you pass on the first try?
    A 1987 baby blue Dodge Caravan, and yes, I passed!


What do I enjoy most about being a financial planner?
I love having the opportunity and ability to provide objective financial and planning advice to help families make informed decisions that can positively impact their future and improve their financial health.