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Bonnie Robinson, EA, ABA, ATA

Bonnie Robinson, EA, ABA, ATA

Senior Tax Manager

Bonnie Robinson graduated from University of Wisconsin with a bachelor’s degree in Business Administration. Bonnie’s expertise is in business & complex individual tax returns with over 30 years of diversified experience in accounting and business financial analysis. Her holistic approach to wealth management aligns client’s values with their financial portfolios.

Her credentials include Enrolled Agent, Accredited Business Accountant, Accredited Tax Preparer, Accredited Tax Advisor, Life and Health Insurance Agent and she holds Series 6, 7 and 66 securities registrations with HD Vest Financial Services.

In her spare time, she enjoys yoga, reading, golf and traveling .