Bronwyn enjoys developing trust-based relationships with her clients that afford them comfort and confidence throughout the financial planning process. With 15 years of experience in the financial services industry, Bronwyn offers extensive expertise and specializes in wealth accumulation and distribution strategies, charitable giving strategies and estate planning.
As a CERTIFIED FINANCIAL PLANNER™ professional, she has completed a rigorous and comprehensive program that covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. She finds great fulfillment in using both her sound logic and personable nature to support our clients’ financial well-being and help them pursue their monetary goals.
Before joining our team, Bronwyn was a financial associate at Thrivent Financial and earned her bachelor’s degree from Lake Forest College.
When she’s not in the office, Bronwyn enjoys spending time with family and friends, running, practicing yoga, reading and cooking. Originally from Roanoke, Illinois, she lives in Evanston with her husband, Dominic, and their children, Joseph, Nora and Beth, and their dog, Harriet.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.