Bonnie brings 20 years of experience in the financial services industry to her role as Practice Manager at Morristown Wealth Management, where she has been a pivotal member of the team for the last 15 years. She works closely with Larry Forlenza, overseeing day-to-day operations and ensuring that his clients receive the highest level of service.
Her role is crucial in achieving annual business objectives through strategic planning that not only meets but exceeds revenue goals, nurtures client relationships, manages administrative functions, enhances profitability, and drives the practice's growth.
Outside of work, Bonnie enjoys spending quality time with her family and friends. She is passionate about hiking and actively volunteers with the Interfaith Food Pantry Network of Morris County.