Over the years, I have found that a holistic approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. I invite you to discover and experience the power of our services. I believe it has far-reaching benefits for my clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives.
Shawna Bonner
Financial Advisor
shawna.bonner@ceterawealth.com
I founded Innovative Asset Solutions in January of 2008.
I help families and small business owners identify and realize their goals since 1997.
I have bachelor's degrees in accounting, both personal and managerial as well as a bachelor's degree in finance. I have been a member of the Kiwanis Club of Grand Junction since 2008 and enjoy volunteering with various organizations around the Grand Valley.
I believe people need a financial “guide”. Everyone wants to get ahead and I teach them along the way with down-to-earth education and information. I take a holistic approach to financial advice and guidance, not just investment coaching. I really enjoy helping my clients pursue and achieve their goals.
I am passionate about helping small business owners retain their employees through financial wellness programs. Teaching employees how to organize and understand their overall financial situation helps produce happier employees. I provide meaningful assistance to really make an impact on their daily lives.
Secondly, I advocate for people with special needs and their families. I have spent the last 15 years working with people with specials needs and I understand the challenges they face as well as the concerns of their family. I provide extensive planning resources to help advance the financial well-being of those with special needs or disabilities and their families.
I am a mother of two grown daughters. I am blessed to have two granddaughters and a new grandson! I am an Idaho native but have lived in Grand Junction since 1986 and absolutely love it here! What a wonderful community to be a part of!
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.
I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you.