As a Client Specialist, Bernadette is responsible for welcoming new clients to the firm. She assists them through the onboarding process and ensuring they have an enjoyable experience working with the firm. Along with establishing new accounts, Bernadette also services existing accounts. She is committed to providing the ultimate customer experience for clients as they work to achieve their retirement dreams.
Bernadette started in the financial services industry as part of a family-owned company. She’s been working directly with clients for over 20 years, providing the best service possible to everyone with whom she interacts.
A resident of Leander, Bernadette is married and has two grown children. In her spare time, she enjoys gardening, fitness, and spending time with family.