Bonnie founded Navigate Wealth Planning Group in June of 2021, but her career in finance goes back much further. She’s been in the financial industry for 34 years. She had a successful career at a well-known bank in Maine for 23 years, where she was a Vice President and Investment Representative. She has been with LPL Financial now for over 11 years.
As a Chartered Retirement Planning Counselor (CRPC), Bonnie is passionate about helping people plan for and pursue their retirement goals. However, she enjoys guiding her clients through all stages of their financial journeys. Her relationship-centered approach to financial planning allows her to be a part of her clients’ lives for years, and she loves the opportunity to celebrate along with them as they work towards each milestone in their financial plans.
Bonnie attended the University of Southern Maine, where she received an Associate Degree in Business Administration, followed by a Bachelor’s degree in Business Management. She continues to educate herself and improve her skills in the industry by taking courses through the College For Financial Planning. She has received her Series 6, 7, 63 and 65 securities registrations and currently holds them through LPL Financial, as well as her Life and Health Insurance license for the state of Maine.
Bonnie grew up in Montpelier, Vermont, and moved to Maine to attend college. In 1994, Bonnie and her husband, Brendan, moved to Scarborough, which is where they raised their daughter, Kaylee. They continue to live in Scarborough, and are thrilled to build their own business in this community that they love.