With a career spanning over two decades in the financial services industry, Bonnie brings a wealth of expertise and dedication to her role in helping clients achieve their financial goals. Since entering the field in 2000, she has earned her Series 7 and 63 licenses (currently held with LPL), NC Life and Health Insurance license, as well as Certified Plan Fiduciary Advisor (CPFA) designation.
Her approach to financial planning mirrors her commitment to ultrarunning—a passion that parallels her professional philosophy. Just as ultrarunners navigate long and challenging courses with perseverance and strategic planning, Bonnie applies the same endurance and meticulous strategy to investing. She understands that both fields require resilience, patience, and a long-term perspective to overcome obstacles and work toward achieving success.
Outside of work and running, Bonnie enjoys a vibrant family life with her husband Michael. They are proud parents of Cody and Kayla, who have families of their own, and she cherishes the time spent with her four grandsons, who are the light of her life.
Bonnie’s blend of professional expertise, personal discipline, and family values ensures a well-rounded approach to both financial planning and life.