TJ Bernard


Associate Wealth Management Advisor


TJ brings a calm, thoughtful approach to building relationships and plans that enable clients to achieve their financial goals. His focus is assisting lead advisors with financial planning services.

TJ has a BS in Statistics and Actuarial Science from the University of Minnesota – Duluth. Before finding his passion for personal finance and serving in a client facing role, he spent six years in risk management focusing on data, analysis, and reporting.

TJ enjoys time with friends and family, especially time spent outdoors, traveling, and playing sports. He resides in Hopkins with his wife Anne.