Bonny L. Bernula

Bonny L. Bernula

Wealth Coordinator

Info@FamilyWealthPartner.com

Bonny L. Bernula

Wealth Coordinator

Bonny lives up to her title when it comes to coordinating the various items for the clients and the office.   She is instrumental in case design, processing, and servicing life insurance, long-term care, and income continuation coverage. In addition to compiling and formalizing estate desires, she reads the initial drafts and functions as the liaison between client and attorney.  Other responsibilities include public relations, compliance, marketing, and tracking investment reviews.

Bonny was born and raised in Ottawa, Canada. She joined the firm in June 2008.  She has her life, health, and variable annuities license.  Prior to joining the team, she worked as an account manager and executive assistant for European Tile Masters. She is a proud grandmother of two and enjoys spending time with her family, in addition to reading, soccer, and traveling.