Danielle Bonilla | Director of Operations
Danielle Bonilla is the Director of Operations at I.M. Wealth Care, LLC. With more than a decade in the financial services industry, Danielle provides a deep background of all facets of client service and operations to our firm. With key responsibilities of strategic planning and account research and resolution, Danielle ensures personalized service is given to each client and their families. Additionally, she is responsible for developing and implementing firm processes, as well as, mentoring and training our staff.
Danielle holds her FINRA Series 6 and 63 licenses, as well as Life and Health insurance. Prior to joining our team, Danielle worked as a Client Service Associate serving retirement plan sponsors, plan trustees and participants with their employer sponsored retirement plans. Danielle is committed to continuous growth and eagerly accepts the challenge of learning and understanding industry changes and regulations.
On the Personal Side
On the personal side, Danielle has been married to her husband, Jorge for almost 20 years. A Colorado native, Danielle and her husband are raising their two children in Castle Pines, CO. Outside of the office you may see Danielle, driving in her children’s carpool group or volunteering at her children’s school. Danielle believes that teachers are everyday super heroes and they hold a special place in her heart. Danielle has recently started a personal campaign to "Adopt-a-Teacher."
While Danielle was younger, it was a family tradition to gather and bake several recipes handed down through the generations. Rice Pudding, Biscuit Pie and Buttermilk Pie are some of Danielle’s favorite quick desserts. The holiday season is Danielle’s favorite time of year, as it gives her an excuse to bake her favorite cookie recipes.
Something You May Not Know
Did you know that Danielle and her husband met after she dialed the wrong phone number? Remembering that she forgot to tell her co-worker about a customer request, Danielle briskly dialed “work” to pass on the quick message…she never reached the office, rather Jorge picked up the line!