Operations & Support

Carson is an Information Systems Associate who contributes to optimizing technology services and solutions for the team. He is passionate about innovation and problem-solving and

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

Brady started his career in construction, turning homeowners’ visions into reality. In his Business Development role at Bernicke, he plays a critical part in helping

Rece Dietrich brings a range of digital marketing experiences to our Marketing Team. He holds a Communication Degree from the University of Minnesota-Duluth. Rece helps

As Director of Technology & Marketing, Kolton leads the strategic vision and execution of the firm’s technology and marketing initiatives, overseeing digital infrastructure, data systems,

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

Cassie is an Operations Associate who supports the firm’s financial advisors by preparing for client meetings, updating client information, and assisting with account monitoring. She

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