Bonnie Barley

Client Services Manager

 

Bonnie Barley grew up in Plymouth, Michigan and graduated from Eastern Michigan University with a degree in Language and International Trade. She has lived in Traverse City for 30 years.
Bonnie has been with Brian and Intentional Wealth Advisors since “Day One” and, in her role as Client Services Manager, she enjoys the opportunities she has to interact with our clients on a daily basis. Organization is one key to the outstanding service we strive to provide at Intentional Wealth, and Bonnie takes this very seriously. These are just a few of the things with which she can help you:

  • Make arrangements for, or determine, your Required Minimum Distribution
  • Request a withdrawal from an account
  • Modify account information, beneficiaries or distribution instructions
  • Inquire about account activity or transactions

Bonnie and her husband, Jim, have two adult children and, as of November 2020, their first grandchild! She enjoys reading, spending time together with her family, hiking, sewing, and quilting, and thrift shopping. Bonnie is looking forward to visiting with you in person the next time you visit our office!