Bonnie is the Founder and President of StoneWolfe Financial. Founded in 2007, StoneWolfe Financial equips women and couples with the knowledge and tools they need for retirement planning so they can live a long and financially secure life.
Bonnie has a long history of helping individuals make sound financial choices for their life, starting out as a life and health insurance agent after graduating high school. For more than 19 years she traveled around southern Illinois engaging in door-to-door & telephone sales, she learned a great deal about people and their financial concerns. As time passed, she learned how to ask better questions in order to ascertain the real needs of the clients. She became better equipped to advise her new clients about making the right choices for their needs. And her integrity assured them these options were designed for their needs alone. It was also at this time when she first discovered the undue hardships placed on many women when they ended up as the surviving spouse.
Bonnie realized time was ticking and she had to finish her college degree. She decided it was time to dedicate more of her energy to perusing her college education, so she enrolled in SIU full time and continued to work part time until she completed her education. She then decided to attend Boston College to study for her Certified Financial Planner (CFP) training. At the same time, she completed her Series 65 studies and passed the exam. She later attended American College, where she obtained her Retirement Income Certified Professional (RICP®) designation. Bonnie is a registered Investment advisor representative. With the help of a friend, she started StoneWolfe Financial.
Bonnie is a combination of a Mama Bear and much like a top-notch river guide who knows their way around rough water. Bonnie understands how to navigate the perils of investing. Bonnie’s insightful financial analysis protect her clients and directs them toward creating a successful retirement plan that ensures their standard of living remains consistent. Having worked with hundreds of women she knows women often feel their security is threatened. She developed a system that helps them make better financial decisions for themselves and their loved ones.
Often, women lack an understanding of retirement planning and frequently are left “holding the bag” after their partner passes away. Because of this, Bonnie created an enormously
popular and proprietary process especially for women called “The Raise 21 Survival Guide in Retirement.”
This guide teaches her clients how to keep investments simple, safe, and money must have a purpose. It identifies nine vulnerable financial areas in retirement that need attention and then offers a clear “blueprint” to become financially savvy. These nine (9) vulnerabilities cost people
money and time and could absolutely destroy a financial plan if not implemented. The process has helped many clients avoid undue stress, make better decisions, and be more confidently prepared for their retirement.
And without exception, she demonstrates a genuine desire to care and be of service to her clients, empowering women in a way that goes beyond just investing money.
Bonnie resides in the Glen Carbon Edwardsville area of Illinois, enjoys finding good deals online and traveling when possible. She is also known for her fabulous sweet potato casserole and perfecting a Shrimp and Pasta dish immersed in her “Secret Cajun Sauce.”