Bonnie is a Chartered Retirement Planning CounselorSM and joined our team in 2001. With over 20 years’ experience in the industry, she has a passion for developing strategic financial plans, focusing on both the accumulation and distribution of assets, to help her clients plan for life’s next adventure in retirement. A resident of Ione, CA, Bonnie enjoys spending time with her three daughters and grandchildren, playing golf, and jet skiing on the Delta.
- Do you have any hidden talents?
Designing and creating clothing dancewear and décor.
- What is the funniest nickname for your pet?
Bonnie (same as mine). A rescue dog I adopted whose name caused people to think I was talking to myself.
- Where is the furthest place you’ve traveled?
The Amalfi Coast.
What do I enjoy most about being a financial planner?
I enjoy being a part of people’s lives to help provide direction when they need it the most, especially navigating through times of significant loss or sadness.