Our primary focus is serving as a holistic adviser to clients, offering
integrated tax, estate, and personal financial planning in addition to
investment advisory services.
 

Staff


Senior Tax and Business Consultant

Arizona Certified Public Accountant, July 1999

Bachelors of Science in Accounting from Northwest Missouri State University, May 1995

Garrett 7, Reanne 2 ½ and Sheldon 5

As a senior business and tax consultant at Active Money Management since 1995, Bonnie Isom helps clients grow their personal and financial portfolios by providing a variety of financial services, including small business accounting, personal finance consulting and tax preparation for all types of entities. A certified public accountant since July 1999, she is well-versed in QuickBooks, providing training and support for professionals in industries such as legal, medical, construction and retail. 

Her extensive experience and dedication to strong client relationships has proven instrumental in helping many business owners develop tax and financial projections for goal setting and loan applications. By helping keep financial data organized and developing financial reports for displaying business performance, she has helped countless business owners overcome the challenges associated with growth. 

Bonnie graduated in 1995 from Northwest Missouri State University with a bachelor’s degree in accounting. Outside of the office, she enjoys water skiing, snow skiing, reading and Husker football (University of Nebraska). 

She and her husband, Loren, have two sons, Garrett, 7, and Sheldon, 5, as well as 2 1/2-year-old daughter, Reanne.