Client Services Manager
Bonnie has been with Intentional Wealth Advisors since the beginning, and in her role as Client Services Manager, she enjoys the opportunities she has to interact with Intentional’s clients on a daily basis.
“I often tell my daughter that work is about more than just the money or a title. The things she needs to look for in a ‘job’ are: meaningful, purposeful work; ethical and enjoyable co-workers; a fair salary for work well done; and the knowledge that she is valued, and valuable, in the organization. I am able to speak from experience: that’s the job I currently have!”
Organization is one key to the outstanding service we strive to provide at Intentional, 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 have a married daughter and a son transitioning to adulthood after high school. She enjoys reading, spending time together with her family, and quilting.