Wealth advice for your life's goals

Bonnie tailors comprehensive financial plans for individuals and small businesses, as well as addressing the financial challenges following divorce to help you achieve your financial goals and dreams. For more sophisticated clients, cash flow analysis plans can be provided and can be included in your retirement plan, as well as your estate planning analysis. Comprehensive financial planning is more than just a series of formulas or data gathering, its insightful conversations that help you understand your financial picture, immediate and long term goals and the critical financial decisions you need to make to ensure you successfully pursue those goals over a lifetime. 

Bonnie started her career in financial services in 1985, is a Certified Financial Planner (CFP®), acquired her Certified Investment Management Analyst (CIMA®) from the Wharton School of Business at the University of Pennsylvania, and also holds her AIF Designation – Accredited Investment Fiduciary. In addition, Bonnie holds her CDFA®, Certified Divorce Financial Analyst.  Becoming single after spending years as a couple presents a momentous financial and emotional challenge whether it's through divorce or the loss of a spouse.  Her passion as a good listener is to help people plan for their future and to help articulate goals and dreams into a tangible plan.  A written plan provides insight into what's possible for the future.  Your plan is also accessible to you securely online so you can stay abreast of your progress. With almost 33 years of experience in financial services, she is a tremendous source of knowledge. Bonnie's planning process involves looking at her clients' needs, goals, dreams, and developing a path to achieve those goals.

Outside of the office Bonnie spends her time with her family and thoroughly enjoys her grandchildren. Bonnie proudly supports and is directly involved with the Denver Museum of Nature and Science, the Denver Zoo, and her church.