Client Relationship Manager
Bonnie joined the LMFS team in Fall of 2022. She provides a professional and caring touch to your personal planning. She is a rare combination of being very smart and a great people person! She made a 100% score on her state insurance exam. She will follow up through phone, text, Zoom and email to help answer questions and arrange annual and semi annual reviews. She has twin daughters at the local high school . She shines with a warm demeanor to brighten your day!