Katie Aubart
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
dbrindle
April 29, 2021
Paraplanning
Annasia Ford-McCollum
Annasia is a paraplanner who strives to provide personalized client interaction and stellar service! She works with Wealth Managers to help clients identify and implement
Emily Duss | Director of Sales & Marketing
June 22, 2022
Kylie Martens
Kylie brings 17 years of customer service experience and enthusiasm to our Paraplanning Team. She works closely with our wealth managers to support client relationships
Rece Dietrich
February 2, 2024
Billy Peterson
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
Bernicke
March 4, 2022
Tasha Strand
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
Emily Duss | Director of Sales & Marketing
May 7, 2021
Haley Turk
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
Rece Dietrich
December 4, 2023
Kristie Weber
As the Director of Wealth Services, LPL Registered Representative Associate, Kristie coordinates training and communication for the Wealth Services Team to provide educational, efficient, and
dbrindle
April 29, 2021
