Jerome “Joe” P. Bonnett, Jr., CFP®, ChFC® , sounds like a formal designation for a man who is all about people. You just need to know that Joe is responsive. Call him. His cell phone is 402-968-5632. Or send an email to joe[at]bonnettwm.com.

Who is Joe Bonnett? He is a 1987 graduate of the University of Nebraska. He has bachelor’s degree in business administration, finance and banking. Joe is an Independent Wealth Manager and President of Bonnett Wealth Management. He is a Registered Representative and Investment Advisor Representative with Securities America.

Joe resides in Omaha, Nebraska with his wife, Susan (Engdahl), and their two children, Jake and Claire. Family time includes playing tennis at Happy Hollow, coaching soccer, attending dance recitals and biking on the Omaha trail system.

Active in the community. Joe is very supportive of several community events and charities, such as Alpha Tau Omega, the ATO Board of Trustees, Greater Omaha Chamber of Commerce and the Holland Performing Arts Center.

Susan is a professional volunteer whom you will find working on several community-driven fundraisers each year, including those for Opera Omaha, Omaha Symphony and various medical guilds. In addition, you will find Susan at church, school and P.E.O. several times each week.

Together, they attend several charitable events. They enjoy traveling as a family to the beach and to the mountains. Both enjoy dinner with good friends at the restaurants in Old Market Omaha.