Inspiring Success daily....
Born and raised in the beautiful Pacific Northwest, Bonita is passionate about helping clients plan for, and manage the financial aspects of successful investing. She specializes in planning and guidance for those who are just now developing a lifelong plan as well as those close to retirement. She helps clients make financial decisions to better fund their quality of life for the REST of their life!
Serving clients with understanding and compassion is crucial while also bringing great attention to detail in the planning process. She holds a BA Degree in Communications from Washington State University and earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College.
Triad Wealth Management Inc works closely with Matson Money as an investment manager par excellent! Matson is an ethically minded, family-centric firm that understands the importance of helping families gain access to their financial goals, dreams, and freedom. With over 25 years of high investor expectations and above board ethical standards, long-term success is the investment strategy that is winning in their field.
To gain full understanding and appreciation of the financial power and foundations available through structured investing, work with Bonita to guide and coach you through your financial needs and best present the options suited to your goals.
Summary of Qualifications:
For over 18 years, Bonita has been helping clients plan for, and manage the financial aspects of a successful lifelong financial plan. She is "fiduciary minded", holding certifications and licenses for a Series 65 Financial Securities license as well as an insurance license for life and long term care planning .
CLU Professional Designation. The Chartered Life Underwriter © (CLU©) is the world’s most respected designation of insurance expertise, helping you gain a significant advantage by hold providing in-depth knowledge on the insurance needs of individuals, business owners and professional clients.
ChFC Professional Designation. (Chartered Financial Consultant) The Chartered Financial Consultant© (ChFC©) program prepares you to meet the advanced financial planning needs of individuals, professionals and small business owners. This provides an in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.
Graduated Cum Laude from Washington State University, Bachelor of Arts Degree, Communications.
September 2014 – Present -- President and CEO, Triad Wealth Management Inc., an independent registered investment advisory firm, focusing on being a fiduciary (putting the client's needs FIRST) involving retirement investment and insurance, management and income planning; Series 65 licensed.
June 2009 – December 2014 Owner of independent financial practice in Spokane, WA. Offering a full range of insurance planning products as well as specializing in coaching on money matters.
January 2001 – May 2009 Financial Representative, Northwestern Mutual Financial Network & Northwestern Mutual Investment Services, Spokane, WA.
BFA in Film Production, Minor in Art at Chapman University in Orange, CA.
Rachel has been working in digital media and communications for 13 years. As a professional photographer, she started her own business, and learned the ropes of being an entrepreneur. Rachel has shot many weddings, portraits, events and commercial products. She has also maintained websites for multiple small businesses.
Rachel has a passion for nature, and loves adventuring outdoors whenever she can. She is a Rover Scout with the BPSA and youth leader in her family’s scout group. She also coordinates her children’s Art Literature program at their school and designs their school yearbook each spring. Rachel has enjoyed the mentorship of Bonnie as her financial advisor for many years.
Administrative Assistant Degree Program
Spokane Community College, Spokane, WA
Kimberly has over 30 years’ experience working with the public in different administrative positions. Currently, she is a student at SCC enrolled in the Administrative Assistant Program, completing her AAS Degree.
Kimberly was born and raised in California. She relocated to the Pacific Northwest in 1997 where she continues to raise her family. In her free time, Kimberly loves to sew and spend time with her children and 2 beautiful grandbabies.