Bonnie Spence
Client Services Manager
Bonnie Spence is the Insurance Services Manager of our Insurance Division. She began working with our firm in 1996 and has over 20 years of experience in the life insurance field. Bonnie manages all facets of the insurance department by assisting with application processing, policy delivery and the preparation of policy reviews, proposals and recommendations. She also assists in our Employer Sponsored Plan Division. Bonnie offers high levels of customer service and provides prompt, effective client communication. Bonnie holds a BA from The Ohio State University and is a licensed life insurance agent in the State of Ohio.