Helping Clients in All States except CA, CO, IL & HI
About Bernell
I believe in creating personalized plans that are tailored to each of my client’s unique needs. By focusing on both short-term and long-term goals, I help my clients build strategies that align with their vision for the future. I leverage a range of wealth management tools and tax strategies which aim to ensure that each plan is as effective as possible. What I pride myself on most is providing exceptional service by taking the time to educate my clients, so they fully understand the strategy we’re putting in place.
I graduated with honors from Roosevelt University, with a Bachelor’s degree in Finance. After spending some years in the Chicago area, I now live in Utah with my family.
When I’m not working, I enjoy spending time with my wife, Irene, and our three children—Andrew, Matthew, and Caitlin. My grandchildren and my dogs keep me busy as well. I’m an avid outdoorsman, and though I’ve never lived in Pennsylvania, I’m a die-hard Pittsburgh Steelers fan!
Registrations and Licenses
FINRA registered (Series 6, Series 7, Series 63, and Series 66, held with LPL Financial)
Life, Health and Variable Contracts Licensed