Financial Advisors for Now and the Future.

About Bonnie

If we were handing out awards, there is no question that Bonnie would receive the one for positivity. Her infectious enthusiasm is spread as she finds ways to make people smile and often bounces into the office singing good morning to everyone she sees. She discovered at a young age that she felt happiest when helping others reach their full potential. So, as our Advisor Resource Manager, she finds great joy in coaching partners as they grow their businesses and learn how to use the tools and resources offered through Carson Group Partners.

Bonnie attended Shepherd University and graduated with a Bachelor of Science degree in Business Administration where she concentrated her study on Financial Planning. After graduation, she obtained her Series 65 and Series 7 licenses and the Certified Financial Planner professional designation. She joined Carson Wealth in 2016 and has loved every minute of it!

In her spare time, Bonnie enjoys painting oil landscapes, knitting with beautiful yarns, hiking through the woods, and doting lovingly on her husband and their two almost grown children.


Creativity and Servitude

Favorite quote:

“If you don’t like something, change it. If you can’t change it, change your attitude” – Maya Angelou

Best piece of advice received:

You haven’t lost until you quit trying.