We provide education, tools and coaching that helps clients and their families create the possibility of transforming their financial future.

Bonita Bell-Andersen
Investor Coach

Bonita K Bell-Andersen, CLU, ChFC is an author, investor coach, fiduciary and financial advisor, focusing on the science of investing and financial education. In the past few years, she has focused on creating educational experiences and utilizing platforms and tools that make Nobel Prize-winning investing processes accessible to all investors and their families. The end goal is helping families transform their relationship to money and really find the purpose for their money and ultimately, their life. A highly inquisitive and engaged individual, “Bonnie” also comes from a robust background in business, finance and communications.

She is the author of “Suddenly Wealthy, An Athlete’s Guide to Winning the Money Game”, and two co-authored books “You Are a Genius” (which was an Amazon #1 International Best Seller), and “Secrets of a Stress-Free Retirement (How to Make Sure You Don’t Outlive Your Nest Egg)”. Her greatest recognition remains the gratitude of the families and businesses she has helped by assisting with their financial affairs with honesty and integrity. It is because of this that Bonita has garnered not only life-long clients, but life-long relationships with others.

She spent her formative years in the Pacific Northwest, but can truly be classified as a world traveler as she has had the opportunity to travel all over the world, including 4 years in Germany while her 1st husband was serving at Ramstein Air Force Base. She is the mother of three successful daughters and frequently spends time with her ten grandchildren. Her now-husband Butch has 4 sons and thirteen grandchildren so someone’s birthday is always popping up!

When her schedule permits, Bonnie teaches financial and retirement planning workshops at local libraries and universities. She has “given back knowledge” as an educator since the 1980’s onward. Volunteer work with various non-profits in the United States has also always been a big part of Bonnie’s life, and she continues to contribute to several community-based initiatives in her spare time. She is a “sometimes” golfer now, having gotten into the new craze of pickleball. She is also an avid scuba diver, enjoying adventures around the world, and now focusing her trips on coral reef restoration projects, her passion related to giving back to the world. In her free time, Bonnie enjoys cooking, hiking with their two Cavalier King Charles “puppies”, sewing, and creative projects. She splits her time between the Pacific Northwest in the summer and warmer, southern climes in the winter.

Summary of Background:

For over 20 years, Bonita has been helping clients plan for, and manage the financial aspects of a lifelong financial plan. She is  “fiduciary minded”, which means Bonita will act in the best interests of the client at all times when providing financial advice as an investment advisor representative. She also maintains an insurance license for life insurance and long-term care planning.

CLU Professional Designation. The Chartered Life Underwriter is a designation granted by the American College. (CLU©)

ChFC Professional Designation. Chartered Financial Consultant (ChFC®) is a designation issued by the American College.

Graduated Cum Laude from Washington State University, Bachelor of Art Degree, Communications; 1974

Employment Experience:
September 2014 – Present — Serving in an independent registered investment advisory firm, focusing on being a fiduciary (putting the client’s needs FIRST) involving  investor coaching, retirement investment and insurance, management and income planning; Series 65 licensed.

June 2009 – December 2014 Owner of independent financial practice in Spokane, WA. Offering a full range of insurance planning products as well as specializing in coaching on money matters.

January 2001 – May 2009 Financial Representative, Northwestern Mutual Financial Network & Northwestern Mutual Investment Services, Spokane, WA.

Kimberly Langston-Petricko
Executive Assistant


AA Associate of Applied Science
Administrative Assistant Degree 2019
Effective Business Writing Certificate 2019


Kimberly has over 30 years’ experience working with the public in different administrative positions. Kimberly obtained her AA Degree and graduated with honors in June of 2019.

Kimberly was born and raised in California. She relocated to the Pacific Northwest in 1997 where she continues to raise her family. In her free time, Kimberly loves to sew and spend time with her children and 3 grand-babies.

50 THINGS: What a Professional Financial Advisor Does for You

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