Education and Experience
Bonnie has been a Financial Advisor for over 26 years. She is a graduate of Westfield State College in Westfield, MA with a Bachelor’s Degree in Business. In 2008, she completed her requirements for her CERTIFIED FINANCIAL PLANNER® certification at the College for Financial Planning and obtained her Certified Divorce Financial Analyst® designation from the Institute for Divorce Financial Analysts in 2012. She is passionate about promoting financial literacy in the community and appreciates the opportunity to do so through each client relationship. Bonnie previously enjoyed teaching Adult Enrichment courses through the Exeter School District.
Over two decades of working with clients has affirmed Bonnie’s love for connecting with people, learning of their life experiences and goals and attributing her knowledge and understanding to each client’s desired horizon. She considers the trust of her clients a unique honor and finds great satisfaction in partnering with them to chart a course that makes sense for their specific hopes and needs.
Community Involvement
Bonnie was a 10 year Board Member and two term President for the Richie McFarland Children’s Center, an organization that provides early intervention therapy for children with developmental delays and disabilities. Dog mom to many small paws over the years, she is a New Hampshire liaison and ambassador for Poodle Rescue of New England.
Bonnie firmly believes in investing in the communities where her clients live and work and combines client events with an opportunity to raise funds for a local nonprofit. Past funds raised have supported Kids Five & Over, the Richie McFarland Children’s Center, and Chris’ Hero Pets, while food and toy donations have supported End 68 Hours of Hunger and Seacoast Fire Fighter’s toy bank respectively. Further, the original “Life Jacket” collection gathered much-needed essential items to support the homeless through Operation Blessing.
Personal
Bonnie has been happily married for over 25 years, many of which were spent at their home on Mendums Lake entertaining family and friends (with her brilliant sense of humor and a side of her famous “boat juice”). She and her first mate recently adjusted their sails and moved to Portsmouth where they are thoroughly enjoying the many opportunities life in a city affords. Her main hobbies include pickleball, in-line skating, pickleball, ruling the roads on her electric scooter, pickleball and walking her dogs, Benjamin and Teddie.
