Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Lenny Bernard

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lenny Bernard Visit Lenny Bernard's website

Rachel Thomas

Financial Advisor

Client Relationship Manager
Learn more about Rachel Thomas Visit Rachel Thomas's website


Our team

Kristen Kleinpeter

Kristen Kleinpeter

Client Service Coordinator,

Financial Planning Specialist
Isabella Henneberg

Isabella Henneberg

Administrative Assistant,

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