portrait of Andrew N Bonk

About Andrew

I recognize that finding the right financial advisor is an important decision and that everyone's financial situation is different. That's why I take the time to get to know each of my clients and understand their unique goals. I believe that everyone deserves to have a financial strategy that is tailored to their individual needs and circumstances.

Our process is simple: I want to understand what is important to you, use an established process to help you build personalized strategies to reach your goals and partner together throughout your life to help keep you on track.

I am dedicated to enhancing...

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesOctober 2017 to Current

Education

  • James Madison UniversityMaster of Arts

Team Members

  • Hayley Eames
    Branch Office Administrator

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