Bernard Wealth Management Expands

ANNOUNCEMENT FROM KEN BERNARD

Bernard-Wealth Management Expands; Adds new leadership and staff!

My colleague, Andy Niedermeier, has become a partner in BWM and assumed the position of Chief Investment Officer.

Andy brings 20 years of financial services experience to this role after leading teams in mutual fund accounting, financial planning and analysis, and business strategy at Citigroup and Charles Schwab. He enjoys working closely with clients and building long-term relationships while helping make investment decisions that are designed to meet their goals.

As Chief Investment Officer, Andy leads activities relating to investment decisions and the investment process. This includes the research, due diligence, analysis, strategic and tactical decision making, and monitoring of those investment decisions.

When not working, Andy enjoys spending time with his wife and two kids on the slopes, soccer fields, and swimming pools in Colorado. He is also a dog dad to a border collie/doodle mix. He holds a Bachelor of Science in Finance from The Ohio State University and a Master’s in Business Administration from Otterbein University.

Director of Financial Planning In addition, Deanna Harless has returned to BWM as Director of Financial Planning. Deanna Harless initially joined BWM in 2018 as our Client Service Manager and now serves as our Director of Financial Planning and Wealth Advisor. Deanna has almost 20 years of experience in the financial services industry, with a strong focus on client service and holistic financial planning. In this new role, Deanna will oversee the planning process for our firm, while helping shape our clients’ financial futures. Deanna has passed FINRA exams including the Series 7, Series 63, and Series 65. She also has her Michigan Life and Health license. She is a CERTIFIED FINANCIAL PLANNER™. She holds a Bachelor of Science degree from Oakland University. While not at work, she enjoys reading, playing the piano, and spending time with her husband and two sons in Rochester Hills, Michigan.