Contact Us

Your Path to Financial Confidence Starts Here

Visit us at State Bank of Toledo's South Branch during our business hours, Monday through Friday from 8:00 AM to 5:00 PM. Additional appointment times are available upon request for your convenience.

State Bank of Toledo is proud to have Brian as your local investment advisor, combining professional expertise with genuine hometown understanding. As your neighbor, Brian is committed to providing personalized service with the care and attention that comes from shared hometown roots. Check the background of this investment professional on FINRA's BrokerCheck.

Brian Sokol, CFP®, has been with Tama County Investment Services since the spring of 2009. Brian received his CERTIFIED FINANCIAL PLANNER™ certification in May of 2012. His education background includes an Associate of Arts degree in Business Administration and a Bachelor of Arts degree in Financial Management and Real Estate from the University of Northern Iowa. Brian completed his CFP Certification Professional Education Program from the College For Financial Planning. 

Brian is registered in the following states: AZ, AR, CA, CO, DE, FL, GA, ID, IL, IN, IA, KS, LA, MI, MN, MO, NE, NV, NY, NC, OH, OK, OR, PA, SD, TN, TX, & WI

Holly Henry, Financial Advisor Associate, brings over 30 years of financial industry experience to the table and has been with Tama County Investment Services since January of 2022.