With nearly two decades of experience in the wealth management industry, Bernadette brings a deep expertise in supporting wealth advisors and clients, with a strong focus on delivering exceptional client service. In her previous role, she led client service initiatives, providing coaching and training to elevate team members’ skills and performance. At Stephens Wealth Management Group, Bernadette will take on a key role within the client service team and oversee the firm’s 401(k) program, ensuring continued excellence in service and program management.
Education
NAPA Certified Plan Fiduciary Advisor (CPFA®) – In Process
Master’s Degree in Early Childhood Education, Oakland University
Bachelor’s Degree in Elementary Education, Pillsbury College
Securities Industry Essentials (SIE) Certificate
Outside of the Office
Bernadette and her husband, Chris, are warmly embracing the empty nest phase of life, discovering new activities that bring them joy. They take great pride in supporting their daughter, Lauren, as she sharpens her equestrian skills and competes in hunter jumping with her beloved horse, Redhead. Lauren is currently furthering her education at Mott Community College while balancing a part-time job. Their son, Ben, proudly graduated from the United States Naval Academy in 2022 and is now serving in the Navy aboard the USS Harpers Ferry. Flint has been home to Bernadette and Chris for over 30 years, where they have built a rich history together.