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. Published in 2002, Bonnie is 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 and 24 registrations, as well as a California Insurance license, #0741430.

Laurel Hackett – Financial Advisor

Laurel HackettLaurel began her career with BW & Associates, Inc. in 1992 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 joined the firm in 2007 and has since become an invaluable resource for our clients. Over nearly two decades, she has been instrumental in refining our firm’s operations and streamlining our investment implementation processes. Carrie plays a direct role in crafting client presentations and educational workshops, focusing on bridging our team’s strategic vision with our clients' unique financial goals. Her commitment to clarity and excellence ensures that every client feels empowered and informed. Carrie holds Series 7 and 63 registrations.

Trish Page – Client Service Representative

Trish PageTrish is an integral member of the BW & Associates, Inc. team, leveraging over 15 years of experience in a multifaceted role. She performs crucial maintenance of our asset management database, ensuring data integrity and operational efficiency. The team heavily depends on her for the meticulous audit and preparation of client Portfolio Reviews. Trish offers comprehensive support across client service and general operations, making her an indispensable asset to the firm's daily functions.

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.