BERNHARDT WEALTH MANAGEMENT - Key Persons
I believe in making a positive impact in your life.
Job Titles:
- Client Service Associate II
I believe in doing things the right and the best way.
Look for areas of improvement - such as cutting or adding steps - and explore options to move you forward quickly Keep track of every detail and create a legacy of the work done on your behalf for better efficiency and transparency Seek your feedback to ensure everything is working the way you expect Always strive to exceed your expectations I'm Blake Willis, Master of Detail & Client Service Associate at Bernhardt Wealth Management. A fanatic of extreme sports from the beginning, I started skateboarding and snowboarding at age three, followed soon after with surfing and mountain biking. So, it's no wonder I still spend most of my free time outdoors hiking, fishing, hunting, or playing basketball, lacrosse, tennis and golf. If I ever get the chance to pet a live lion or tiger, I think I'd do a backflip for joy - something I can actually do on almost any surface!
I believe in contributing and making a difference in causes I believe in and that my vocation is an expression of my faith.
Job Titles:
- Client Service Associate I
I believe in doing things in the most efficient and effective way.
Examine how things are currently being done and what systems or tools we are working with Look for areas of improvement - maybe cutting or even adding steps - and explore options to move you forward quickly Make sure we keep track of everything so our work becomes legacy and ensures the next person benefits and will not have to backtrack Seek feedback from you as I want to make sure you feel it's working the way you were hoping for Always strive to exceed your expectations I'm Carol Dreistadt, Master of Great Experiences and Client Service Associate I at Bernhardt Wealth Management. With a love for all things art and design, I spend much of my free time immersed in creativity - everything from drawing to knitting. But don't be fooled by my "stay calm and carry on," demeanor. I am also very proud of my ability to handle a manual transmission and hope to one day drive a Formula One race car!
Job Titles:
- Client Services Associate II
I believe in working together to find solutions that make a lasting impact.
Welcome open, honest communication and am genuinely interested in how I can serve you Tirelessly pursue tailored solutions that work best for you Discover ways I can impact you and actively seek out opportunities to do so Prioritize your needs and concerns over my own and treat you as I would want to be treated Strive to bring a smile to your face and brighten your day Am there when you need me I'm Evan McCullers, Master of Finding Workable Solutions and Client Services Associate at Bernhardt Wealth Management. I grew up on a farm in central Alabama, where I learned valuable lessons that still guide me today. As a problem-solver, I am constantly seeking ways to improve, both personally and professionally. My success comes from the ability and willingness to not only overcome adversity, but embrace it and emerge from it even better. Outside is where I find the most joy: running, camping, hiking, fishing, hunting, you name it-even heli-skiing in Alaska, which is currently on my bucket list. And if you have a recipe to recommend, please send it my way.
I believe in developing trusting relationships, both with clients and other professional partners, ensuring you are in competent hands.