Bernadette started in the industry over 10 years ago. She has experience working with individuals, businesses and non-profits.  Bernadette has a Bachelor’s in Business Administration and is currently pursuing a Master’s in Financial Planning.

Bernadette is an LPL Investment Advisor Representative and holds the following securities registrations through LPL Financial:

Series 7 General Securities

Series 66 Uniform Combined State Law

Bernadette’s Story

Since I ask my clients to provide very personal information about themselves and their families, I feel that it is fitting that I do the same.

I was born and raised in Albuquerque, New Mexico. From an early age, I was taught the importance of working for what you want, and I had my first job at 14 in a fast food restaurant. It paid off and that job ethic has stuck with me through the years. I recognize and appreciate the hard work behind every dollar we invest for our clients.

I grew up taking family trips to Colorado and fell in love over the years. I knew from early on that I wanted to call Colorado home and raise my family here too. My son is 8 and couldn't agree more that Colorado checks all the boxes for him. I started taking courses at CMC in Leadville and really enjoyed Economics. I knew that finance was my goal and so I started looking for a job in the field in 2011. 

I interviewed for an Office Management job at the only Financial Planning office in town. John Wells and Bob Deister had decided before the interview was up, that not only was I going to be a great fit, but also a great succession plan for them too! Well, I had my work cut out and immediately started working towards my securities registrations and learning everything I could about the business. I am so lucky, in that, I could not have had a better couple of mentors. They taught me that however and whenever you start planning, all paths are equally important. A single dollar client is as valuable as a client that has a million.

I really do love what I do. It is a privilege for me to work with our clients to help them manage their financial goals. Our clients have become  extended family in Colorado and beyond. It’s so exciting when I get introduced to new families that share the same work ethic and want our guidance.