Bonnie has a Master’s degree in Counseling, a Master’s of Divinity, and over 20 years of experience as a career/life coach. Prior to officially joining husband Jim in managing Bell Investment Advisors in 2003, she was a social worker, a mental health counselor, and the owner of two businesses: Key Concepts, an outplacement agency for communications professionals, and Finding Your Way Career Consulting.

In addition to providing one-to-one career coaching for a broad range of professionals aged 25 to 75, she conducts groups, seminars, and workshops, and is a public speaker. Recent engagements have included being a keynote speaker for graduates of WISE (Women’s Initiative for Self-Employment), a featured speaker at the East Bay Chapter of the Financial Women’s Association, and a workshop leader for the Career Development section of the Financial Planning Association. In 2009 and 2010 she was a regular contributor to the Ask a Professional column in the East Bay Edition of the San Francisco Business Times. She and husband, Jim, currently write a bimonthly column in the Piedmont Post called Making a Good Life Happen.

Bonnie is on the board of YEAH!, a non-profit organization serving homeless youth in Alameda County, and with Jim leads the Marriage Preparation Team at Newman Hall in Berkeley. They share a passion for music and together generously support the Oakland Symphony, the Piedmont East Bay Children’s Choirs, Cazadero Music Camp, and Festival Opera in Walnut Creek.