Senior Financial Planner, Vice President, Sandy Spring Trust
Ona is a CERTIFIED FINANCIAL PLANNER®️ with more than 30 years of experience in the financial services industry. She enjoys helping individuals and families define and meet their financial goals and objectives. Her attention to detail and her broad knowledge of tax, insurance, financial plan modeling and estate planning are integral to her passion for helping clients. Bolton holds a Bachelor of Science in Accounting from Marquette University and a Master of Science in Taxation from George Mason University. She is a Certified Public Accountant (CPA) and a Personal Financial Specialist through the American Institute of CPAs (AICPA). She lives in Virginia with her husband and five daughters and enjoys gardening and traveling.