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Planner Assistant / Insurance Specialist
for Brent C. Fuchs, CFP®, CLU®, ChFC®, CRPC®
Toni Mullen serves as a Planner Assistant and Insurance Specialist at Heritage Financial Consultants, supporting the office of Brent Fuchs. A valued team member, Toni originally worked alongside Brent from 2001 to 2010 before taking time off to focus on raising her family. In June 2022, she proudly rejoined the firm, bringing with her a wealth of experience and a renewed passion for client service.
Toni plays a key role in assisting with both insurance and investment-related account openings, servicing client needs, and coordinating the review process. She holds Series 6 and 63 registrations, further reinforcing her commitment to professionalism and excellence in financial services.
Residing in West Grove, Pennsylvania, with her husband, Matt, Toni is a devoted mother and enthusiastic supporter of her children’s many activities—from the volleyball court to mountain biking trails. Known for her infectious energy (and the occasional dance move), she brings that same spirit to everything she does. Outside of work, she enjoys relaxing at the beach, taking long walks with her goldendoodle, Finley, and crafting magical Disney vacations for her family.
Certifications
- Series 7 and 63 registered
Education
- Goldey Beacom College – Wilmington DE
- B.S. in Business Administration with a Concentration in Finance Management

