Bonnie Lucas serves as a tax associate in WealthStone’s tax department. She is also a member of WealthStone’s planning team, offering tax and personal financial planning for select clients.
Before joining WealthStone in 2000, Bonnie was a tax accountant for Longanbach, Guisti, Kuck and Hornberger for 11 years. She has over 25 years of experience in tax and personal financial planning at other local CPA firms.
Bonnie earned her Bachelor of Science in home economics from The Ohio State University and her Bachelor of Science in Business Administration from Franklin University. She is a CPA and a member of the Financial Planning Association, the Ohio Society of CPAs, and the American Institute of Certified Public Accountants.
Bonnie and her husband have three grown children and reside in Upper Arlington.