Bonita Graff, CPA

Bonita Graff, CPA

CEO, Wealth Advisor

Bonita L. Graff, CPA

CEO, Wealth Advisor

Bonnie has been in the financial services industry since 1985. Bonnie works with individual clients, as well as businesses, in all facets of financial planning. She specializes in the areas of retirement planning, financial portfolio management, pre- and post-divorce planning and tax planning. Her accreditations include: Certified Public Accountant, General Securities Representative, and Registered Principal. Registrations are held through LPL Financial.

Bonnie holds a Bachelor of Arts Degree in Business Administration and Accounting. She is a member of the Wisconsin Institute of Certified Public Accountants, the Financial Services Institute (FSI) and the Financial Planning Association (FPA).

Bonnie’s passion for community involvement runs deep. She is currently a member of the Kiwanis Club and serves on both the Finance and Audit committees of the Board of Trustees for her alma mater, Lakeland University.  

 

Phone (920) 230-6898
Fax (920) 230-6899