Wealth Managers |
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Ty A. Bernicke, CFP®
Ty is the leading wealth manager for the Ty Bernicke team, and works with successful families, business owners, and foundations. Ty currently works with a limited number of clients that require wealth and/or investment management services. Mr. Bernicke is a Registered Principal with Raymond James Financial Services, Inc., a graduate of the College of Financial Planning, a CERTIFIED FINANCIAL PLANNER™, and has a degree in finance from the University of Wisconsin-Eau Claire. His research on investment management, retirement planning, and tax minimization strategies have been recognized by The Wall Street Journal, Forbes, the New York Times, Futures magazine, and many other well-known national and international publications. Mr. Bernicke has also been recognized by Registered Rep magazine as one of America’s Top 100 Independent Financial Advisors in 2007*. Ty is also a contributing author to Forbes "Expert View". Ty Bernicke and Bernicke & Associates, Ltd. gives back to the community and environment through numerous charitable endeavors. Ty spends his free time with his wife, two daughters, and one son. He also likes to fish, golf, and exercise.
* Based upon production, assets under management, tenure, and/or direct survey. |
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Barry C. Bernicke, CPA, MBA, CFP®
Barry is a tenured wealth manager who specializes in investment and retirement income planning. Mr. Bernicke has taught personal finance, business finance, investment and income tax planning courses for colleges, universities, regional and national organizations. He is a Registered Principal with Raymond James Financial Services, Inc., a CERTIFIED FINANCIAL PLANNER™ Professional, a Certified Public Accountant, and has a Master's Degree in Business Administration. He has been active in numerous financial professional organizations and regularly taught continuing education courses for other professionals. Outside of the office Barry enjoys playing golf and contract bridge. |
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Angie M. Carstens
Angie is an experienced wealth manager working with individuals, families, and business owners. Mrs. Carstens currently accepts a limited number of clients each year. Mrs. Carstens holds her Series 7, 66, 53, insurance licenses, and is a Registered Representative with Raymond James Financial Services, Inc. Her careful attention to detail has quickly catapulted her success at Bernicke & Associates, Ltd. and with her clients. Her trustworthy nature and dedication to get things done correctly have served her well in this industry. Outside of work she enjoys camping, hiking/biking, playing the piano, and teaching Sunday school. |
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Karlyn R. Etheridge
Karlyn is a registered principal with over 20 years of experience in the areas of advanced estate planning, funding of revocable and irrevocable trusts, lifetime gifting, postmortem administration, tax, and financial accounting. When you meet Karlyn you will understand why she is admired for her ability to communicate complicated estate planning issues in a way that is comprehendible. She is a Certified Specialist in Estate Planning®, a Magna Cum Laude graduate of UW-Eau Claire with a degree in accounting, has passed the Certified Public Accountant exam, and is a member of the Wisconsin Institute of Certified Public Accountants. Karlyn enjoys reading, raising and promoting Belted Galloway cattle, and traveling. She is actively involved with the Lake Street United Methodist Church and the Great Lakes Belted Galloway Society.
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Michael G. Brahmer, CPA, CFP®
As Vice President of Wealth Services, Michael specializes in the creation of comprehensive financial strategies and ensuring office processes and procedures run efficiently. Mr. Brahmer graduated from the University of Wisconsin - Eau Claire with an accounting degree. He has over 14 years of industry experience, is a Certified Public Accountant, has earned the CERTIFIED FINANCIAL PLANNER™ Professional designation, is licensed in accident, life, and health insurance, and is a Registered Representative with Raymond James Financial Services, Inc. Michael enjoys traveling with his wife and two children, rock climbing, and camping. He volunteers his time at St. Olaf high school youth group.
Tax and accounting services are not services of Raymond James.
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Rhonda K. Kempen, CPA
Rhonda is an experienced accountant who provides income, gift, and estate tax services. Mrs. Kempen is a Certified Public Accountant with over 24 years of in-depth tax experience. She uses her tax expertise to assist Bernicke & Associates, Ltd.'s wealth managers on tax-related issues as well as providing investment clients with tax planning and preparation services. She is a member of the Wisconsin Institute of Certified Public Accountants and has served as a financial professional on the boards of directors for local and national service organizations. When Rhonda is not in the office she enjoys golfing, reading, and family activities. She currently volunteers at her church and in her sons’ schools.
Rhonda Kempen is not affiliated with Raymond James. Services of Rhonda are not services of Raymond James. |
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Susan K. Severson
Sue is a Senior Client Service Manager specializing in compliance and supervision. She has over 22 years of experience in the financial services field. When you meet with Sue, you will quickly pick up on her attention to detail and willingness to go the extra step to ensure accuracy. Ms. Severson earned a degree in Business Administration from Wartburg College and is a Registered Principal with Raymond James Financial Services, Inc. In her free time she enjoys reading, gardening, and spending time with family and friends. Sue is also a devoted captain for an American Cancer Society Relay for Life team called “The Tumornators”. |
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Lynn M. Olson
Lynn is a Registered Client Service Manager. Lynn has over 18 years in the financial services industry and works closely with our advisors to help meet individual client needs through buying and selling of securities. When you sit down with her, it will not take you long to notice her caring nature and her willingness to help whenever possible. Mrs. Olson holds her Series 6, 7 and 63 licenses. In her time away from the office, she enjoys spending time with her family, kayaking, biking, and taking care of her assortment of pets. Lynn also enjoys volunteering at local horse refuge/rescue farms. |
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Julie A. Oberholtzer
Julie is an experienced Client Service Manager with over 19 years of industry experience. Julie assists our team by preparing documents, ensuring document accuracy, and assisting clients in many facets of account relations such as account transfers. When you meet with Julie, she will make certain that your needs are taken care of at the highest level of customer service. In her free time she enjoys reading, researching family history, and spending time with friends and family. |
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Laurie J. Jacobson
Laurie has over 20 years in customer service related fields. She serves as our ambassador to welcome clients to our office with her bright smile and contagious cheerful attitude. In addition to managing the front of our firm, she manages client relations, office inventory, and is our client event coordinator. In her free time she enjoys spending time with her family, visiting Disney World, and collecting movies. |
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Codi J. Koxlien
Codi is a Client Service Manager who does an excellent job delivering a high level of client service every time she interacts with a client. When you meet Codi you will enjoy her pleasant personality and her strong ability to service your needs. Outside of the office she enjoys spending time with her family, being outdoors, and reading. |
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Maren A. Bernicke
Maren is an experienced computer operator and database manager. Maren ensures that precise details regarding client interactions are maintained in a confidential manner. Mrs. Bernicke graduated from the University of Wisconsin - Eau Claire with a business administration degree. Away from the office Maren enjoys reading, running, and spending time with her family. Maren also gives back by helping multiple children’s organizations around the Eau Claire area. |
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Lacey J. Logslett
Lacey is a Registered Client Service Manager. She prepares client financial plans, completes operations and systems maintenance. Lacey is a graduate of the University of Wisconsin-Eau Claire with a major in business finance and a minor in international business. She is originally from the Colfax area, and enjoys playing volleyball, running, and reading. She also likes to travel and spend time with family and friends. |
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. |
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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© 2010 Bernicke & Associates, LTD |
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