Paraplanning

Katie is a paraplanner who enjoys working with wealth managers to help people identify their unique financial goals. She strives to deliver excellent customer service

Brody is a paraplanner who takes pride in providing high level customer service. He interned at Bernicke Wealth Management for over 3 years while completing

Brooke brings a strong background in customer service, organization, and communication to her role as a paraplanner. She is currently pursuing a bachelor’s degree in

Billy is a paraplanner who strives to deliver excellent customer service and enjoys collaborating with his coworkers to solve complex financial situations. While he was

Blais Richartz serves as a paraplanner dedicated to delivering exceptional client service and supporting comprehensive financial planning solutions. He holds a bachelor’s degree in finance

Brigs Richartz is a Paraplanner dedicated to delivering thoughtful, personable support to every client he serves. He partners closely with wealth managers to help clients

Tasha grew up in the Chippewa Valley and began her journey in the financial industry right here at Bernicke Wealth Management. She received her education at UW–Eau

Haley is a paraplanner who brings 10 years of customer service expertise to the team. She enjoys answering questions, finding positive solutions, and helping clients

As the Director of Wealth Services, Kristie coordinates training and communication for the Wealth Services Team to provide educational, efficient, and effective wealth management, with