Bonnie Dick

"Just ask Bonnie" is a common refrain. Bonnie serves as our Chief Operations Officer, wearing many hats and ensuring our world-class operations team maintains best practices. She has been an integral part of Financial Plan since 2012 when she took on the dual role of Office Manager and Operations Director and has continued to add ever more fields of expertise over the years.

A skilled administrator, Bonnie is an expert in procedures, transactions, and financial processes. She works alongside clients on a wide variety of everyday account services, ensuring each detail is given proper attention. If you have a question about anything, asking Bonnie will always get you pointed in the right direction.

Bonnie’s capacity for organization and administration along with her passion for client service has led to a diverse career path including time spent as an Executive Assistant in both property management and in the world of charitable ministries. She is an accomplished singer and active hostess, often entertaining groups large and small at the county home she shares with her husband, David. Her greatest joy remains her family, three children, and enjoying the life they have built.