Maia Bonar
Client Service Associate
Maia began her professional career in veterinary medicine, where she served as a veterinary technician in a fast-paced clinical environment. In that role, she developed a strong foundation in precision, critical thinking and compassionate client service. Working closely with pet owners during both routine and complex medical situations, she cultivated the ability to communicate clearly, build trust and provide steady guidance during important decision-making moments. Motivated by a desire to make a broader impact on individuals and families, Maia transitioned into wealth management. She brings with her a deep commitment to service, attention to detail and a thoughtful relationship-driven approach. She understands that financial planning, much like healthcare, requires careful assessment, proactive strategy, and personalized care. Maia strives to build lasting relationships grounded in trust, integrity and long-term success.