Paraplanning

Katie is a Paraplanner who works with wealth managers to help people identify their unique financial goals.  Katie strives to deliver excellent customer service with

Jordan is a Paraplanner who works with our wealth managers to provide outstanding service for our clients. She enjoys learning about and creating unique experiences

Annasia is a paraplanner who strives to provide personalized client interaction and stellar service! She works with Wealth Managers to help people identify and implement

Michelle is a Paraplanner who likes to take customer service to the next level.  Always greeting the client with a friendly smile, Michelle strives to

Tasha began her journey in the financial industry right here at Bernicke Wealth Management. She was educated at the University of Wisconsin – Eau Claire

Mitch is a paraplanner who works with our Wealth Managers to deliver excellent customer service. He strives to provide the client with the best possible

As the Director of Wealth Services, Kristie strives to deliver exceptional client service. She works with lead and senior advisers of the firm. She enjoys