Financial Advisors for Now and the Future.
Bonnie is passionate about helping people who have worked hard to build a life they enjoy. She works to ensure that they are informed and prepared to deal with their wealth in ways that support their values. She knows that happiness comes from focusing on your life’s purpose. Helping clients in their pursuit of financial freedom allows clients to do just that. She loves meeting new people and enjoys learning all she can about them.
As a wealth advisor, she gets to live her passion every day. She spreads joy amongst the team and our clients with her inquisitive and fun personality. She joined us in 2016 as a financial planner and has worked in various roles within our firm. Her experience began with a Bachelor of Science from Shepherd University. She believes in taking a life-long learning approach and has attained the Certified Financial Planner™ professional designation. She uses her experience and knowledge to make money simple so clients can focus on what matters most to them so they can live Now.
Bonnie is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.
Creativity and Servitude
“If you don’t like something, change it. If you can’t change it, change your attitude” – Maya Angelou
Best piece of advice received:
You haven’t lost until you quit trying.