Our Story
Below is a recount of how Bond&Devick Wealth Partners was started by our Founder, Penny Bond.
Bond&Devick Wealth Partners was founded by Penny Bond in 1982, driven by her desire to redefine financial planning. Facing the end of her marriage, Penny sought guidance from local financial planners but found their approach lacking. They focused on selling products rather than understanding her goals and needs. This experience inspired Penny to leverage her tax expertise and become a financial planner dedicated to truly listening to clients.
Penny joined a local financial planning firm, excited to start her new career. However, she soon realized the firm hired anyone who could fog a mirror. Determined to provide genuine financial solutions, Penny left the captive firm and joined Financial Network in 1991. Here, she found the freedom to tailor solutions for her clients without being tied to specific products. This independence remains a cornerstone of Bond&Devick today.
In 1993, Penny hired RJ Devick as her assistant. RJ's proactive attitude quickly made him indispensable, and together they grew their practice, focusing primarily on retirees. Penny's dedication was recognized in 2001 when she was named Planner of the Year by Financial Network, an honor that highlighted her commitment to clients, the profession, and the community.
That same year, RJ became a partner, and as Bond&Devick expanded, they welcomed new team members. Kristine joined in 2005, followed by Teresa in 2006, Andy in 2007, Brittany in 2011, Rachel in 2012, Rob in 2014, Chris in 2016, Nick in 2018, Zack and Michelle in 2021, Sabrina in 2023, and Matt, Deuce, and Tristan in 2024 and 2025.
Penny retired in 2007, now enjoying time with her husband, Charlie, and their grandchildren, along with traveling and volunteering. She takes pride in her legacy as one of the first women financial planners in the country, knowing that Bond&Devick continues to grow and help clients achieve their dreams.
As we look to the future, Bond&Devick Wealth Partners remains committed to growing responsibly and sustaining an enduring firm dedicated to personalized financial planning.
