palm graphic.png

Meet Our Team

Our team aims to to help our clients feel more confident by developing personally tailored and objective advice designed to instill confidence and empower our clients to pursue their passions, dreams, and talents. For us, it all begins with a trusted connection with you and evolves into a long-term relationship. Take a moment to learn more about each of us.
Kelly Bonner

Kelly Bonner

  • CFP
  • Managing Director - Investment Officer
With over two decades of industry experience, Kelly Bonner proudly serves her clients every day by helping them craft investment and wealth management strategies based on their life goals. Kelly believes in the power of developing personalized investment planning services for families and businesses. She is deeply moved by seeing her clients not only achieve their financial goals but achieve their life goals along their journey. She is honored to walk with her clients through various stages of their lives. 

Before the start of her career, Kelly graduated from Clemson University with a degree in financial management. She began her career with A.G. Edwards & Sons in 1997 and became a Financial Advisor in 2002. She later earned her CERTIFIED FINANCIAL PLANNER™ designation, making her uniquely qualified to address the complexities of holistic wealth management in her clients’ lives. 

Kelly has been happily married to her husband, Alex, for over 30 years – Alex is a retired Air Force Lieutenant Colonel. Together, they enjoy traveling in the U.S. and abroad.
Clay Zediker

Clay Zediker

    • Financial Advisor
    Clay Zediker’s mission is to help each of his clients plan for their financial future in the way that helps them best meet their personal goals. Over his years of service, Clay has watched people experience both expected and unexpected life events that impact their financial setting – that’s why he believes it’s imperative to have a plan in place to guide them through these life changes.

    Before joining the financial services industry with Wells Fargo Advisors, Clay worked in healthcare. He completed two Bachelor of Science in Business degrees at Florida State University and later earned his MBA from Wesleyan University. 

    Clay has been married to his wife for 20 years – they are both passionate about working with children in various ways. In fact, Clay previously volunteered with non-profit organizations that support children, including the YMCA. Today, he serves on the board for his local church. He and his wife have three children of their own, and their family enjoys spending time outdoors together.
    Wanda Wilson

    Wanda Wilson

      • Senior Client Associate
      Wanda Wilson has worked in the financial services industry for over 25 years. Wanda aims to meet the various administrative and operational needs of the team’s clients both accurately and efficiently. As changes occur in procedures, she helps transitions feel seamless for clients and acts as their first point of contact for questions and concerns. 

      Away from the office, Wanda enjoys spending her free time with her friends and family, and she enjoys gardening and taking her grandchildren on outdoor adventures. She is active in her local church and volunteers with a number of health-related charities that promote breast cancer awareness and elderly care.