Below is a recount of how Bond & Devick was started by our Founder, Penny Bond.
In 1982 it was evident Penny Bond’s marriage was ending and she searched for a financial planner to help guide her through the transition. Penny met with three well-known local planners and each of them tried to sell her something, instead of listening to her and asking her about her goals and needs, some did not even ask if she had children. At that point Penny decided there had to be more to financial planning than just selling mutual funds. She had been a tax accountant for several years and decided to use her tax expertise as the basis for becoming a financial planner. Penny interviewed with a local financial planning firm and was so excited when they asked her to join them. It was only later she realized they hired anyone who could fog a mirror.
After a few years of working in a captive firm where she was told what investment to use for her clients, Penny decided to start out on her own and joined Financial Network in 1991. She immediately loved the freedom to be able to find solutions for her clients without having to have to sell a particular product. This independence is still very important to the firm today.
In 1993 Penny realized she needed help and hired RJ Devick as her assistant. RJ’s take charge attitude soon made him indispensable. Together, they grew their practice working primarily with retirees. The highlight of Penny’s career was being named Planner of the Year by Financial Network in 2001. It humbled her to be chosen from a group of over 2,000 financial planners in recognition for her commitment to our clients, the profession and the community.
2001 was also the year RJ became a partner. As Bond and Devick grew Penny and RJ started to bring on additional team members. In 2005 Kristine was hired. Teresa joined the team in 2006 and the next year Andy came aboard. Brittany has been with us since January 2011. Rachel Sinnen was hired in April 2012. In 2011 Andy and Kristine became partners of Bond and Devick. Since then Chris, Aimee and Denise have joined the team.
Penny retired from Bond and Devick in 2007 and now spends time with her husband, Charlie, and their grandchildren. She also enjoys traveling and volunteering. Penny is very proud of her legacy at Bond and Devick. It is rewarding to know something started over 30 years ago continues to grow and maintain its purpose of helping clients reach their dreams.