Bonnie M. Mangold

One of the things that surprised me most when I began working in financial services was this: even the most accomplished, successful people – physicians, financial professionals, attorneys - often feel uncertain about their finances. They’ve built careers, raised families, and achieved so much, yet many still carry the weight of financial insecurity. That realization drove me to shift my own career and help others find clarity, confidence, and real peace of mind when it comes to money.

Before becoming a financial advisor, I worked as a financial services litigator at a global law firm representing clients in complex cases across the country. That experience taught me how to think strategically, anticipate risks, and advocate with precision – skills that now help me guide clients through the financial decisions that matter most.

Today, I provide personalized financial planning designed to empower clients at every stage of life. Whether it’s mitigating taxes, saving for retirement, paying down debt, investing with intention, or preparing for a major career transition, my goal is to make sure each plan reflects their unique goals, values, and life circumstances.