Investment Services Manager and Compliance Officer
It makes sense Bonnie has a logistical position because she has a Bachelor’s Degree in Transportation. Her education prepared her to manage the flow of the firm’s day-to-day investment operation. She likes the challenges of executing the investment recommendations for several planners.
Having a strong personal relationship with clients is imperative to Bonnie. Understanding how investments work can be complicated and she aims to make clients feel at ease with the entire process. Clients deserve a foundation where they have a voice and can feel comfortable asking questions or requesting service. They should not be intimidated by their lack of experience and knowledge. Bonnie strives to provide this with her approach when working with clients.
Bonnie joined Worley Erhart-Graves Financial Advisors in 2000 and is the firm’s Investment Services Manager and Chief Compliance Officer. She graduated from Indiana University in 1982 and is a Chartered Mutual Fund Counselor® through the College of Financial Planning. She was a member of the Financial Planning Association for over 20 years and served on the Board of Directors of the local chapter.
In her free time, she is an avid world traveler, encountering new people and cultures. Nurturing her houseplants and garden reflects her admiration of their beauty and is a tribute to her late mother.
She has also been a long-time advocate of the animal welfare community and presently volunteers at the Humane Society of Indianapolis and has volunteered for the Spay Neuter Services of Indiana. She is proud to be part of finding forever homes for dogs and cats.