Bonnie’s Personal Side

Bonnie has over 30 years of experience in operations and compliance in the financial industry.

She is a former Corporate Vice President at a Fortune 500 company and has spent many years mentoring and supporting financial advisors. Bonnie’s expertise includes regulatory oversight, advisor development, and strategic risk management. She is known for her leadership, integrity, and dedication to operational excellence.

Bonnie joined Summit Financial Solutions in 2024 and looks forward to helping advisors succeed in a constantly evolving industry.

CRN202808-9202426