Nicholas J. Toman

Nicholas J. Toman is the Director of Wealth Management at The Suby Group, bringing over 28 years of experience in the financial services industry, including 15 years focused specifically on financial planning. In his role, Nick designs, manages, and monitors customized retirement strategies that align with each client’s broader financial goals.

A graduate of the University of Wisconsin–Whitewater with a BBA in Accounting, Nick is also a Certified Financial Planner and maintains his Series 65 and Wisconsin Life & Health Insurance licenses. His collaborative approach sets him apart—he regularly works with clients’ CPAs, estate planning attorneys, and other financial professionals to identify more effective, personalized solutions. Staying closely connected with The Suby Group’s portfolio managers, Nick remains informed on market conditions and helps adjust planning objectives as needed.

Outside of work, Nick enjoys golfing, exercising, traveling, and cheering on Wisconsin sports teams, especially the Packers, Brewers, and Badgers. He and his wife Christine have been married for 31 years and have two children.

Fun fact: Nick shares his August 16th birthday with his two younger sisters and his grandmother.