Paraplanning

katie aubart smiling in a suit coat

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

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annasia ford-mccollum smiling in a suit coat
Ty Bernicke, CFP® | President & CEO

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

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cathryn shill smiling in a suit coat

Cathryn Shill

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

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Bernicke

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

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tasha strand smiling in a suit coat
Ty Bernicke, CFP® | President & CEO

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

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Rece Dietrich

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

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Bernicke

Kristie Weber

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

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