Bernadette serves as a Registered Assistant to Certified Financial Planner, Lesa Haas, and has been an integral part of the team since 2020. In her role, she supports account management activities and works closely with the office team to ensure accurate client communication and documentation. Bernadette takes pride in helping clients achieve their financial objectives and is dedicated to ensuring that requests are completed accurately and in a timely manner.

She earned a bachelor's degree in International Business, with a minor in French, from Shippensburg University. Prior to joining the financial services industry, Bernadette worked as a Retail Manager in the hospitality industry for Omni Hotels & Resorts. She has successfully passed several financial industry registration exams, including the Series 6, Series 7, Series 63, and Series 65. Bernadette is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification. She enjoys getting to know each client's unique circumstances and values the opportunity to help them work toward their retirement and life goals.

Outside of the office, Bernadette enjoys growing an abundance of cut flowers and creating seasonal bouquets. She lives with her husband, two young children, and a collection of free-ranging chickens and cats. In her spare time, she enjoys reading, spending time outdoors, and treating her family to ice cream outings.