Learn why you may be able to retire earlier than you think.
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Paraplanning

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Katie J. Aubart

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

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Emily Duss | Director of Sales & Marketing

Jordan E. Boswell

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

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Emily Duss | Director of Sales & Marketing

Annasia Ford-McCollum

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

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Michelle M. Klass

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

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Emily Duss | Director of Sales & Marketing

Tasha M. Strand

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

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Emily Duss | Director of Sales & Marketing

Mitch A. VanDenMeerendonk

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

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Kristie L. Weber

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

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  • This field is for validation purposes and should be left unchanged.
Learn why you may be able to retire earlier than you think.
This field is for validation purposes and should be left unchanged.