Bonnie, who is a Certified Financial Planner™ (CFP®), specializes in offering a comprehensive review of your entire financial picture with recommendations to best meet your retirement, education, liability, asset management, life insurance and long term care needs. She also works closely with clients' CPAs and attorneys for estate and tax planning. Bonnie has worked in the financial services industry since 1988.

AZ, CA, DC, DE, FL, GA, IN, MA, MD, ME, MI, MO, NC, NY, PA, SC, TN, TX, VA, WV