BlueSky Wealth Advisors is pleased to announce that the American Institute of CPAs (AICPA) has awarded Senior Wealth Advisor Christie Bonacci, CPA/PFS, MAC, with her Personal Financial Specialist (PFS) Credential.

We are pleased to announce the designation of Ali Noe as a Financial Paraplanner Qualified Professional™. Ali serves on the BlueSky Client Service team to provide administrative support to our advisors and excellent service to our clients.

Senior Wealth Advisor John Gjertsen, CFA, CFP®, EA, likens his passion for financial planning and investment analysis to his love for board games. He enjoys the challenges and puzzles that each client's unique situation presents and values making an impactful difference in the areas that matter most to the individuals BlueSky serves.

We are pleased to announce the promotion of Madeline Valente, CFP®, from Wealth Advisor to Senior Wealth Advisor. Madeline has been with BlueSky for over nine years and has served as a financial planner for nearly twenty. During this time, she has shown exemplary leadership skills and a passion for empowering clients to achieve their goals while providing exceptional financial planning and investment advice.

We are pleased to announce the promotion of Seth Large from Financial Planning Associate to Associate Wealth Advisor. During Seth's brief tenure at BlueSky, he has shown an exceptional eagerness to learn and excel in his financial planning career. His high aptitude and ability to concentrate are tremendous assets to the team, especially when building financial plans for some of our more complex clientele.

We are thrilled to announce our newest member of the Success Team, Ali Johnson as a Client Service Specialist. Ali worked for BlueSky in 2019 as an Operations Associate before relocating to her hometown of De Witt, Iowa, with her husband. After a little over a year apart, we are delighted to have Ali back. She is a tremendous asset to our team with a passion for serving clients and their financial needs.

We are pleased to announce the promotion of Christie Bonacci, CPA, MAC, from Associate Wealth Advisor to Wealth Advisor. Christie has been with BlueSky since June of last year. In the year she has been at BlueSky, she has demonstrated outstanding client stewardship, exceptional financial planning and accounting skills, and a mastery for collaborating with our small business clients to assist with their planning and investment needs.

As the BlueSky client family continues to grow, the need for more advisors has grown as well. When seeking new team members, we look for the best and brightest in the industry. We strive to find individuals who are passionate about our culture, our philosophy, and our clients.