Bonita Graff

Bonita Graff

CPA, CDFA, Partner

Phone: 920-230-6898
Fax: 920-230-6899
E-mail:

Bonnie has been a Financial Advisor since 1985.  With registrations held through LPL Financial, she serves as Registered Principal and Investment Consultant.  Bonnie is committed to objective, independent wealth management offering her expertise and intensive knowledge.  Her responsibilities include risk analysis, asset allocation, market research, and client wealth development for individual as well as business clients in all facets of financial planning.

Bonnie’s accreditations include:  Certified Public Accountant and Certified Divorce Financial Analyst.  She specializes in the areas of Retirement Planning and Portfolio Management, Tax Planning; as well as Pre- and Post-Divorce Planning.  Bonnie holds a Bachelor of Arts degree in Business Administration and Accounting from Lakeland College in Sheboygan, WI.  Bonnie is a member of a number organizations including the Financial Planning Association (FPA), Financial Services Institute (FSI), Wisconsin Institute of Certified Public Accountants; Collaborative Divorce Professionals of NE Wisconsin, Institute of Divorce Financial Analysts (IDFA) and Winnebagoland Estate Planning Council.  She is also very active in Kiwanis and is currently acting President of her local chapter.  Bonnie supports local charities by regularly volunteering for Oshkosh Meals on Wheels and Oshkosh Area Community Pantry.