Bonnie Wilson

Bonnie Wilson

Executive Assistant

About Bonnie

My name is Bonnie Wilson, I am the administrative assistant to Eric Sams, President and Founder of E&E Financial Services, Inc.

I have been in the financial industry for almost 25 years in an administrative and client services role. I have worked for both large financial corporations and for small-family owned firms. These small-family owned firms is where I am most satisfied professionally as they typically spend more time focusing on the client’s financial and retirement goals than on “selling” financial products. At E&E Financial Services, we operate under the philosophy that the client’s needs and objectives are primary and we aim to provide personalized, professional attention to achieve each client’s retirement goal.

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