Operations & Support

Maren is an experienced Operations Associate who supports the team by helping monitor the firm’s budgets and financial information. She graduated from the University of

Kolton is an Information Systems Associate who manages our in-house technology services and client database, and he currently resides in Chippewa Falls, WI. Outside of

Valerie is an Operations Associate who helps coordinate the incoming and outgoing client communications in the office, provides administrative support to internal teams, assists with

Laurie has many years in customer service-related fields. She serves as our ambassador to welcome clients to our office with her bright smile and contagious

Leah is a Client Service Associate who assists in preparing paperwork for clients and handling client requests. Leah has several years of customer service experience

As the Director of Operations, Paige ensures the firm is focused, organized, and poised for future growth. She manages the company’s day-to-day operations, including technology,

Michelle is an Operations Manager who helps prepare financial plans for client meetings, makes updates to client information, and assists with account monitoring. Michelle holds

Kayla is an Operations Associate who helps prepare financial advisors for client meetings, updates client information, and assists with account monitoring. Kayla holds an Animal

Lynn has been with Bernicke Wealth Management since 2003 and has served in the financial industry since 1993.  Her diverse background and experience in the

Janelle Patenaude brings more than 20 years of experience to our Marketing Team. She holds a Journalism Degree from UW-Eau Claire and creates marketing materials,