Bonnie helps us maintain the high level of service we provide to our clients. Knowledgeable and responsive, she provides timely, accurate and meaningful answers to our clients' questions and makes sure their needs are always her greatest priority.

Bonnie also provides support for our team's client accounts, schedules and prepares documents for client meetings and assists with marketing efforts.

Before joining our team in October, 2010, Bonnie was a Client Service Associate at Raymond James in the custody department.

Originally from Largo, Florida, Bonnie lives in Port Orchard with her dog, Bambi. In her free time, Bonnie enjoys crafting, reading, and spending time with her family. She is a volunteer with Adventure of Faith in Port Orchard, spending time as the co-lead of the 9th grade girls Trek program.