Maren Bernicke
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
"*" indicates required fields
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
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,
Cathryn is a Client Service Associate who is enthusiastic, outgoing, and builds positive relationships with new and existing clients by offering superior customer service. She
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
Bernicke Wealth Management, Ltd. is an independent, multi-disciplinary financial firm serving the Eau Claire, Wisconsin area and the Twin Cities metro. Our financial advisors provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment management, retirement planning, estate planning, and tax minimization.