Bonnie is a Wealth Management Advisor and Partner at Amicus Financial Partners, leveraging her background as a financial services litigator. A graduate of William & Mary Law School, she co-founded Continuum University to train new advisors and was named a Top Financial Security Professional by Forbes.
Originally from the Phoenix area, Bonnie is a mother who is passionate about helping people remove fear from their financial decisions. She uses her expertise to guide millennials and others through thoughtful conversations, aiming to help them achieve financial security with confidence and a clear vision.
She uniquely transitioned from representing major financial firms in high-stakes litigation to advising individuals as a fiduciary wealth manager.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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