Our Team

Bonnie Wusz - CFP® and Financial Advisor

Bonnie WuszBonnie is a Certified Financial Planner® with over 40 years of experience. In 1983, subsequent to teaching high school mathematics, she began her career in the financial services industry at Dean Witter.  In April of 1988, Bonnie founded BW & Associates, Inc., a registered investment advisory firm. Her true passion lies in empowering clients to surpass their financial dreams by developing long-term investment strategies. She is featured in The Winner’s Circle…How 30 Financial Advisors Became the Best in the Business, by R. J. Shook.  Bonnie earned her Bachelor’s degree in Mathematics from California State University, San Diego, and a Master's degree in Education Administration from California State University, Los Angeles.  She holds Series 4, 7, 63, 65, 66, and 24 registrations, as well as a California Insurance license, #0741430.

Laurel Hackett – Financial Advisor

Laurel HackettLaurel began her career with BW & Associates, Inc. over 30 years ago and has been instrumental in the firm’s success. During this time she has developed an integrated team of professionals and a sophisticated technology system which has enabled the BW & Associates, Inc. Team to provide increasingly comprehensive services to clients.  Laurel derives her greatest satisfaction from developing investment strategies designed to help clients reach their personal financial goals. She is a wealth of information when helping clients with their intricate investment questions. Laurel holds Series 7, 63, 65, 66, and 24 registrations, as well as a California Insurance license, #0F13608.

Carrie Haarberg – Registered Representative

Carrie HaarbergCarrie has been with BW & Associates, Inc. for over 15 years. During this time, she has proven to be a valuable resource for our clients, refining the manner in which our firm’s operational procedure and investment implementation process is performed. Carrie has played a direct role in the development of client presentations and educational workshops that are geared towards bridging our team vision with our clients’
goals. She holds Series 7 and 63 registrations.

Trish Page – Client Service Representative

Trish PageTrish has a crucial role in the ongoing maintenance of our asset management database. Our team relies upon her for the audit and preparation of client Portfolio Reviews. Trish provides client service support, as well as operational support to our team. She has been with BW & Associates, Inc. for over 15 years.

Mary Lynn O'Boyle – Client Service Representative

Mary Lynn O'BoyleMary Lynn has been with BW & Associates, Inc. for over 10 years and she is often the first to greet you when you come in to our office. She plays a critical role in supporting our entire team in day-to-day operations and works closely with our back office, ensuring compliance with client documentation and record retention.