Our Team

Check the background of this investment professional on FINRA’s BrokerCheck

Check the background of this investment

professional on FINRA’s BrokerCheck

Bonnie Wusz - CFP® and Financial Advisor

Bonnie WuszBonnie is a Certified Financial Planner® with over 30 years of experience. In 1983, subsequent to teaching high school mathematics, she began her career in the financial services industry at Dean Witter. In April of 1988, Bonnie founded BW & Associates, Inc., a registered investment advisory firm. Her true passion lies in empowering clients to surpass their financial dreams by developing long-term investment strategies. She is featured in The Winner’s Circle…How 30 Financial Advisors Became the Best in the Business, by R. J. Shook. Bonnie earned her Bachelor’s degree in Mathematics from California State University, San Diego, and a Master's degree in Education Administration from California State University, Los Angeles. She holds Series 4, 7, 63, 65 and 24 licenses, as well as a California Insurance license

Laurel Hackett – Financial Advisor

Laurel HackettLaurel began her career with BW & Associates, Inc. over 20 years ago and has been instrumental in the firm’s success. During this time she has developed an integrated team of professionals and a sophisticated technology system which has enabled the BW & Associates, Inc. Team to provide increasingly comprehensive services to clients. Laurel derives her greatest satisfaction from developing investment strategies designed to help clients reach their personal financial goals. She is a wealth of information when helping clients with their intricate investment questions. Laurel holds Series 7, 63, 65, 66, and 24 licenses, as well as a California Insurance license.

Carrie Haarberg – Registered Associate

Carrie HaarbergCarrie is responsible for our firm’s operational procedures. Specializing in client service and communications, she works closely with our clients to ensure their trade requests are executed, asset transfers are completed, and is a valuable resource for addressing account specific needs. She plays a direct role in the development of our office associates, oversees day-to-day work-flow, and continues to refine our processing and oversight procedures. Carrie is the creative lead for group presentations and educational workshops geared towards bridging our team vision with our clients’ goals. She holds a Series 7 and 63 license.

Sarah Bevins – Investment Advisor Representative

Sarah BevinsSarah is the newest member of our team and comes to us with over 12 years of industry experience. She will likely be the first associate to offer assistance when calling our office.  Sarah is a key point of contact for our clients and focuses on fulfilling their service requests.  Sarah plays a crucial role in supporting our entire team in day to day operations. She holds Series 7 and 66 licenses.

Mary Lynn O'Boyle – Administrative Assistant

Mary Lynn O'BoyleMary Lynn will be the first to greet you when you come in to our office. She supports all of our associates and works with our back office to ensure that all new accounts and new account updates are processed in a timely manner. Mary Lynn also processes some of your operational
requests, assists in double checking account activity that downloads to our database and supports our paperless system.

Trish Page – Portfolio Valuation Specialist

Trish PageTrish maintains our internal investment tracking system and monitors daily transaction downloading and information gathering. She also audits and prepares client Portfolio Reviews for consultations with Bonnie and Laurel and for direct mail to clients. Additionally, Trish compiles market-relevant information to complement client Portfolio Reviews.