After spending 10 years climbing the ranks of the life insurance industry and working as a registered representative, I began to feel like a cog in the system. It seemed like I was working more for my company’s commissions than my client’s best interest. In 2009 I decided to leave the big corporate world, opened an independent insurance practice and set my own path, based on what was best for clients. In 2014, I started my registered investment advisory business (Triad WM). These decisions were governed by doing what is right for my clients, rather than increasing a large conglomerate’s bottom line.
I’m passionate about helping my clients plan for, and manage the financial aspects of investing. I specialize in planning and guidance for those who are just now developing a lifelong plan, as well as those close to retirement. My desire is to guide my client’s to financial decisions that help them achieve the quality of life they desire!
Summary of Background:
For over 20 years, Bonita has been helping clients plan for, and manage the financial aspects of a lifelong financial plan. She is “fiduciary minded”, which means Bonita will act in the best interests of the client at all times when providing financial advice as an investment advisor representative. She also maintains an insurance license for life insurance and long-term care planning.
CLU Professional Designation. The Chartered Life Underwriter is a designation granted by the American College. (CLU©)
ChFC Professional Designation. Chartered Financial Consultant (ChFC®) is a designation issued by the American College.
Graduated Cum Laude from Washington State University, Bachelor of Art Degree, Communications; 1974
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.
AA Associate of Applied Science
Administrative Assistant Degree 2019
Effective Business Writing Certificate 2019
Kimberly has over 30 years’ experience working with the public in different administrative positions. Kimberly obtained her AA Degree and graduated with honors in June of 2019.
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 3 grand-babies.
50 THINGS: What a Professional Financial Advisor Does for You
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