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

Cathryn is a Paraplanner with extensive customer service experience, complemented by her positive attitude and excellent sense of humor. She specializes in guiding clients through

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

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