Background & Expertise:
Bonnie grew up in a suburb of Phoenix and attended Colby College, in Maine. After studying law at William & Mary in Williamsburg, Virginia, Bonnie was a financial services litigator at a global law firm. She regularly represented financial industry clients in state and federal courts around the country, as well as in regulatory and enforcement actions and inquiries. Building upon her experience in law, Bonnie specializes in providing personalized, strategic advice to help clients identify and avoid potential obstacles that may exist on the path to achieving their financial goals. In her financial advising practice, Bonnie provides comprehensive financial planning services in which she creatively leverages a variety of financial products and services to proactively address each client's individualized insurance, investing, savings, tax-efficient strategies, education planning, and retirement planning needs. By utilizing a goal-based approach to financial planning, Bonnie ensures that her clients’ intentions have been understood and their needs are being addressed head-on.
Professional Approach:
Bonnie’s vision is to be an example of fearlessness in the face of adversity, compassion toward herself and others, relaxed intensity while she is crushing her personal and professional goals, and all the while, having a blast while doing it. A substantial portion of Bonnie's practice is dedicated to empowering women to create financial security for themselves and their families. Specifically, Bonnie specializes in providing strategic, narrowly-tailored advice to women in medicine, tech, law and those who are embarking upon a new career or new business venture.
Bonnie regularly educates groups across the country on fundamental financial planning topics, including investing, retirement planning, managing student debt, and more. Over the past 5 years, Bonnie and her team have presented to businesses, law firms, medical schools, universities, non-profits, community organizations, and conferences nationwide.
Personal Touch:
Bonnie now lives with her high-school sweetheart and their two daughters. In her free time, Bonnie enjoys riding her Peloton and playing golf.