We offer the warmth and continuity of a family-focused approach and the complementary skillsets of four devoted financial advisors with more than 80 years of combined industry experience. We assist an accomplished client base who value highly personalized and professional plans designed to build, mitigate risk to, and seamlessly distribute intergenerational wealth.
Planning Your Financial Future
Starts Today.
We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible financial plan is essential to providing an outstanding and relevant level of service to each and every client we serve.
For more than 30 years, Rick has gained invaluable financial experience and the loyalty of a variety of client families. Being invited to his clients’ weddings, graduations, retirement parties, and funerals are honors he considers to be his career’s greatest achievements.
Rick continues a lifelong commitment to teaching and mentoring. A former player, coach, and official, he believes that success is a natural result of discipline applied daily.
Rick and his wife, Toni, have been married for more than 40 years. Their sons, Eric and Breton, joined the Bonnette Wealth Management Group and have helped the team grow, having brought on their wives, Emily and Victoria. Rick earned a B.S. from West Chester University and an M.E. from University of Oklahoma.
Breton joined The Bonnette Group, now known as the Bonnette Wealth Management Group, in 2006. He focuses on risk management strategies and income-generating strategies to help clients plan for retirement.
Breton attained the CERTIFIED FINANACIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. In addition, he holds the Chartered Retirement Planning Counselor™ designation, which he leverages to help clients create a steady stream of income during their retirement years. In 2018 and 2019, he was named to Forbes’ America’s Top Next-Generation Wealth Advisors list, and in 2022, he was named to Forbes’ Best-in-State Next Generation Wealth Advisors list.
Breton earned a B.A. in History from the University of Pennsylvania. An avid runner and soccer enthusiast, he lives in Philadelphia with his wife, Emily, and their three children.
Forbes’ Top Next-Gen Wealth Advisors, July 25, 2018 and September 3, 2019, and Forbes’ Best-in-State Wealth Advisors, August 3, 2022, each based on the 12-month period ending March 31 of the year in which published, are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.
Eric joined the Bonnette Wealth Management Group in 2010 following his career as an attorney. His focus extends beyond just investment planning as he seeks to address his clients’ retirement income needs and build risk management strategies that are designed to create lasting implications for his clients’ family members. He also serves business owners by evaluating their retirement plan options, helping to coordinate succession plans, and often working closely with his clients’ other trusted professional advisors, such as attorneys, accountants, and lending specialists, to create a well-rounded perspective of his clients’ wealth management picture.
Eric earned a JD from Rutgers Law School and a B.A. from The College of William & Mary, where he competed as a member of the cross country and track teams. Outside of the office, he is an avid runner and has completed seven marathons. He lives in Haddonfield with his wife, Victoria, and their two children and enjoys coaching their soccer teams. He served on the board of directors of Habitat for Humanity of South Central New Jersey from 2016 to 2022 and served on both the finance and homeowner services committees.
Edward began his investment industry career in 2011 and joined the Bonnette Wealth Management Group in 2017. He helps organize and manage the financial affairs of a select group of families, retirees, corporate executives, business owners, and non-profit organizations in the area. His goal is to streamline and bring understanding to clients through education.
Edward is dedicated to his own ongoing professional knowledge to help him perform at the highest possible level, understand market changes, and present clients with new opportunities. He earned an MBA in International Business from Strayer University and holds the Certified Plan Fiduciary Advisor designation.
Emily joined the team in 2015 after serving five years in the healthcare industry. Her organizational and administrative skills are put to the test every day, acting as the “point person” for clients and helping to streamline the team’s efficiency in serving their account-related needs.
Emily earned a B.A. in International Business and Management from Dickinson College. Her passions include travel, dance, and soccer. She enjoys spending time with her husband, Breton, and their three kids.
Victoria began her investment industry career in 2011 and joined the Bonnette Wealth Management Group in 2015. Prior to Stifel, she worked for Merrill Lynch. She focuses on implementing retirement income planning, insurance, and long-term care strategies that were developed by one of the financial advisors. Additionally, she serves as a liaison between clients, team members, and the firm’s specialists to broaden and deliver an outstanding client experience.
Victoria earned B.S. in Finance from Rutgers, the State University of New Jersey. Outside the office, she enjoys family time with her husband, Eric, and their young children, as well as spending time at the beach, reading, and cooking (including what many consider an awesome pierogi).
Kat began her financial services career in 2017 and joined the Bonnette Wealth Management Group in 2021. Since she was a young girl, it was always her dream to follow in her family’s footsteps and work in finance.
As the backbone of the Bonnette Wealth Management Group, Kat manages the team’s operations and administration processes. She is focused on delivering an outstanding client service experience day in and day out. Her responsibilities include opening new accounts, updating account information, and assisting with cash flow needs. As the team’s first point of contact, her priority is ensuring that clients’ account-related needs are handled promptly. Kat holds Series 7 and Series 66 securities licenses.
Originally from Texas, Kat earned a B.A. at Texas A&M University in 2016. Today, she resides in Philadelphia with her dog, Duke, and her many houseplants. When she is not working or working out, she enjoys painting, reading, and watching telenovelas colombianas with her mom.
Denise joined the team in 2018 after a long career in development as a director and officer at organizations such as Please Touch Museum and Mid Atlantic Arts Foundation. She is primarily responsible for planning and scheduling client seminars and webinars. She is passionate about helping others as she seeks to deliver the best client experience possible on a daily basis.
Denise is an elected member of the Oaklyn board of education and an active member of the Oaklyn PTA and Greater Oaklyn community. She is also a very busy mom of three children.
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