Operations & Support

Kylie brings 17 years of customer service experience and enthusiasm to our Operations Team. She assists in preparing financial advisors for client meetings, updating client

Regan Martin brings creative digital marketing and graphic design experience to our Marketing Team. She is currently pursuing an associate’s degree in digital marketing and

Janelle Patenaude is the reason the details are right. She manages the seminars and client events that bring the Bernicke community together, handling venues, speakers,

Liam is an Operations Associate who supports client meetings by preparing the necessary documents and paperwork, updating client information, and assisting with account monitoring. Liam

Mikayla is an Operations Associate who supports our advisors by preparing for client meetings, updating client information, and assisting with account monitoring. She earned her

Nastacia is an Operations Associate who helps prepare financial advisors for client meetings, updates client information, and assists with account monitoring. Nastacia brings a unique