Experience

Endeavor Retirement

• United States
• Financial Services
• 1 - 100 Employee

• Chief Solutions Officer

  • Mar 2021 - Present

  Endeavor Retirement is a consultancy focused on providing retirement plan advisors with actionable training and tools to best support their clients and remove the weight of retirement plan complexities. Our governance framework enables retirement plan advisors to save time, manage risk, and secure business. The model generates strong documentation for plan sponsors to prepare for IRS and DOL audits, while helping these employers ensure their employees will be ready to retire on time. Endeavor Retirement is a consultancy focused on providing retirement plan advisors with actionable training and tools to best support their clients and remove the weight of retirement plan complexities. Our governance framework enables retirement plan advisors to save time, manage risk, and secure business. The model generates strong documentation for plan sponsors to prepare for IRS and DOL audits, while helping these employers ensure their employees will be ready to retire on time.


RISA, LLC
• United States
• Financial Services
• 1 - 100 Employee
• Advisory Board Member

  • Nov 2022 - Present


ZUNA

• United Kingdom
• IT Services and IT Consulting

• Co-Founder and Chief Operating Officer

  • Sep 2019 - Feb 2021

  Bonnie was a Co-founder and Chief Operations Officer of ZUNA, a national finance and benefit consulting firm. Bonnie brought experience to a variety of ERISA and retirement plan-related issues. She prides herself on advocating for clients as they seek to create a better workplace for their employees – helping them to retire with dignity. In this role, she helped employers unravel problems and find efficient and effective solutions to their benefits problems. Bonnie was a Co-founder and Chief Operations Officer of ZUNA, a national finance and benefit consulting firm. Bonnie brought experience to a variety of ERISA and retirement plan-related issues. She prides herself on advocating for clients as they seek to create a better workplace for their employees – helping them to retire with dignity. In this role, she helped employers unravel problems and find efficient and effective solutions to their benefits problems.



Multnomah Group, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Senior Consultant and Chief Compliance Officer

  • May 2016 - Sep 2019

  I was a Senior Consultant and Chief Compliance Officer for Multnomah Group. I was also the Chair of the firm’s Technical Services Committee. Promoting a culture of compliance at Multnomah Group, I provided expertise on a variety of ERISA- and retirement plan-related issues. I was a Senior Consultant and Chief Compliance Officer for Multnomah Group. I was also the Chair of the firm’s Technical Services Committee. Promoting a culture of compliance at Multnomah Group, I provided expertise on a variety of ERISA- and retirement plan-related issues.



Retirement Law Group, PC

• Partner

  • Oct 2012 - May 2016

  I was a Partner and Shareholder in the Retirement Law Group, PC, which provides legal solutions for employee benefits- and securities-related matters. Our clients included broker-dealers, investment advisers, banks, insurance companies, retirement plan providers and plan sponsors. I was a Partner and Shareholder in the Retirement Law Group, PC, which provides legal solutions for employee benefits- and securities-related matters. Our clients included broker-dealers, investment advisers, banks, insurance companies, retirement plan providers and plan sponsors.



Pension Resource Institute, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Vice President, Legal

  • Oct 2012 - May 2016

  I was the Vice President - Legal, of the Pension Resource Institute (PRI), which provides strategic consulting and training to retirement plan service providers (broker-dealers, RIAs, investment managers, recordkeepers, TPAs, etc.) and fiduciary education to plan sponsors. While at PRI, I was a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and industry events. I was the Vice President - Legal, of the Pension Resource Institute (PRI), which provides strategic consulting and training to retirement plan service providers (broker-dealers, RIAs, investment managers, recordkeepers, TPAs, etc.) and fiduciary education to plan sponsors. While at PRI, I was a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and industry events.



Edgerton and Weaver, LLP

• Associate

  • Oct 2011 - Nov 2012

  I was an associate with the firm, licensed to practice before both the federal and state courts in California. My practice included a wide variety of civil litigation for financial services clients, both brokerage firms and individuals, in matters before state and federal courts, FINRA, the SEC, and other regulatory bodies. Specifically, I worked with financial services clients on both regulatory inquiries, as well as customer disputes, including issues such as fraud, securities violations, contractual disputes, professional liability, private placements, and other general business matters. Show less