With over 20 years of experience in the financial services industry, Bronwyn is a seasoned CERTIFIED FINANCIAL PLANNER™ professional who specializes in providing tailored financial strategies that align with each client’s unique goals and life circumstances. She understands that meaningful relationships are built on trust, and she takes the time to fully understand her clients' aspirations and concerns in order to offer solutions that are both practical and effective.

Bronwyn’s expertise spans a wide range of financial planning areas, including wealth accumulation and distribution, charitable and estate planning, and strategic small business solutions. By combining her extensive training with a client-centered approach, she helps individuals and families navigate the complexities of financial management and optimize their wealth over the long term.

A key strength of Bronwyn’s practice is her ability to help clients clearly define and target their financial goals. Whether focusing on accumulation planning, asset allocation, or strategic sales, Bronwyn ensures that her clients’ financial plans are designed to maximize resources, preserve wealth, and minimize tax exposure. During the distribution phase, she employs intentional strategies to create a steady, efficient flow of income that aligns with each client’s objectives.

Bronwyn also offers valuable guidance on charitable giving and estate planning, helping clients integrate their personal values into their financial strategies. She works closely with small business owners to craft customized solutions for business growth, succession planning, and employee benefits, providing the tools necessary to attract and retain top talent while securing the future of the business.

Bronwyn holds a bachelor’s degree from Lake Forest College, where she met her husband, Dominic. Together, they live in Evanston with their children, Joseph, Nora, and Beth, and their dog, Louisiana (Weezie). Outside of her professional life, Bronwyn enjoys spending time with her family and friends, practicing yoga, reading, swimming, and paddleboarding at the beach.