Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Bonnie Anderson, CFP®
Bonnie Anderson, CFP® began her career in finance in 1987 as a tax preparer and quickly realized she enjoyed helping people make sound financial decisions. Over the last 30 years she has used a personalized approach to financial planning and has achieved success by always putting the interest of the clients first and implementing a plan to meet their needs.
Bonnie has been a Certified Financial PlannerTM since 1994.
Licenses held: Series 24, Series 6, Series 7, Series 63
Kimberly Buchholz
Kimberly Buchholz started her financial career in 1998 as an insurance and financial representative. She handles all of the day to day operations of Anderson Family Financial and attends to client requests with accuracy and efficiency.
Kimberly lives in Clarkston with her husband and son. She enjoys volunteering, traveling, gardening and planning/hosting events.
Education: Lake Orion High School (1992), University of Michigan (1998), Oakland University (2004)
Licenses held: Series 6, Series, 7, Series 63
Michael Anderson
Michael Anderson has been in the financial industry since 2005 as a tax preparer and financial representative. He takes great care to ensure that clients understand the smallest details of their financial lives and works with them to achieve their individual goals.
Michael is a dedicated family man who spends every spare moment with his wife and 3 kids. He is a lifelong Lake Orion resident and takes great pride in the local community.
Education: Lake Orion High School (95), Michigan State University (98), Central Michigan University (09)
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.