Bernard Wealth Management

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Team

Rachel Thomas

Rachel Thomas

Client Relationship Manager,

Operations Manager

Qualifications

  • Series 7
  • Series 66
  • Life, Accident & Sickness License - Louisiana, Mississippi, Georgia
  • Variable Products License - - Louisiana, Mississippi, Georgia
  • BS Marketing, Louisiana State University, 2010
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Jason Hanner

Jason Hanner

Associate Financial Advisor

Kristen Kleinpeter

Kristen Kleinpeter

Client Service Coordinator,

Financial Planning Specialist

Isabella Hamdan

Administrative Assistant,

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