Keith Bonner and Susan Smith bring together over 37 years of experience in financial services. They take a team approach to provide clients with expertise in portfolio management and financial planning. Financial planning is a process, which involves investment planning, income tax planning, insurance, retirement planning, employee benefits and estate planning. As professional advisors they help clients discover and solve financial problems and achieve life goals by serving as both counselor and coach. There is no outsourcing or third party portfolio management; Keith and Susan manage all portfolio implementation and monitoring processes. Fidelity Investments custodies all client accounts.

As CERTIFIED FINANCIAL PLANNER™ professionals, Keith and Susan have met the CFP® Board’s education, examination and experience requirements and have agreed to adhere to high standards of ethical conduct. The CFP® Board requires biennial certification, including continuing education.

Keith Bonner, CFP®
Certified Financial Planner^TM professional

• Graduate of Lubbock Christian College, Bachelor of Science 1976

• Active in the financial services industry since 1986

• CERTIFIED FINANCIAL PLANNER^TM certificant since 1988

• Registered Investment Advisor State of Texas

• Founded Mutual Fund Strategies in 1996

• Formed Bonner & Smith, LLC in 2007

• Life and Health Insurance Counselor April 2007

Susan D. Smith, CFP®
Certified Financial Planner^TM professional

• Active in the financial services industry since 1997

• Series 7, Series 66 and Series 63 Licenses

• Registered Rep. Quest Capital Strategies Jan 2000 - July 2002

• Registered Investment Advisor State of Texas

• Joined Mutual Fund Strategies July 2002

• CERTIFIED FINANCIAL PLANNER^TM certificant since 2005

• Formed Bonner & Smith, LLC in 2007

• Certified Estate Planning Specialist (CES) Institute of Business and Finance July 2007