Joining our team in the spring of 2010, Bonnie is a 15-year veteran in the field of customer and client services. Bonnie is responsible for the day-to-day office operations and administration leadership at our Bedford, NH firm. Some of her responsibilities include new client admissions, account establishment, client communications, asset transfers, claims, distributions, special event planning, preparing and processing paperwork, generating review reports and directly assisting the advisors as chief administrative liaison. A southern New Hampshire native, Bonnie brings a positive and altruistic approach to her profession. Bonnie epitomizes integrity, energy and hard work in every detail of your service needs.
Aside from her career, Bonnie is an accomplished Irish Step dance champion who retired from competition in 2002 to begin sharing her love of dance with others through teaching. Bonnie’s other passions include animal advocacy, organic gardening, creative arts, music, exploring the great outdoors and spending quality time with her husband and pets.