Bernadette is an LPL Investment Advisor Representative and holds the following securities registrations & title through LPL Financial:
Series 7 General Securities
Series 66 Uniform Combined State Law
Certified Plan Fiduciary Advisor®
My Story
I grew up in Albuquerque, New Mexico, where I learned the value of hard work, starting my first job at 14. This work ethic shapes how I view every dollar we invest for our clients.
I grew up taking family trips to our family cabin in Colorado and I knew this is where I wanted to land. I began my finance career in 2011 after studying Economics at CMC in Leadville. I interviewed at a local financial planning office, where the owners recognized my potential as both a fit and a future successor. Their mentorship taught me that every client, regardless of their wealth, is valuable.
I truly love my work and feel privileged to help our clients achieve their financial goals. Many have become extended family, and I’m excited to meet new families who share our values.