Advising

Ty Bernicke is the President and CEO of Bernicke Wealth Management. Ty currently works with a limited number of clients who require wealth and/or investment

Dan is a Lead Wealth Manager who helps clients pursue their lifelong goals through retirement income planning, tax minimization strategies, and wealth planning. Dan also

Annasia is a Wealth Manager who strives to provide personalized client interaction and stellar service! She helps clients identify and pursue their goals through holistic

Lindsey is a Wealth Manager who strives to provide an individualized and exceptional client experience. Lindsey is passionate about helping clients identify their unique financial

In Steve’s role as Chief Investment Officer, he strives to make the financial markets’ complexities understandable and approachable for his clients. Investing in an ever-changing

Mitchell is a Wealth Manager who works to deliver excellent customer service. He strives to provide clients with the best possible experience while they navigate