Advisor profile

What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Family Finances
  • Estate Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CRPC® Chartered Retirement Planning Counselor℠


  • B.S., Business, Nichols State University, 1994-2000


  • I enjoy spending time with my wife Jenny, my son Kobe, and daughter Kate.
  • I reside in Prairieville, Louisiana.
  • We have a labradoodle named Roxy.
  • I enjoy many outdoor activities including running and biking.

Community participation

Each year, Lenny asks our team members to select an organization that they are personally passionate about and would like Bernard Wealth Management to support. The opportunity for our team members to choose causes that are important to them allows Bernard Wealth Management to give back to causes that personally impact our staff and community. We are currently supporting the following organizations in 2021, chosen by each of our team members, through volunteer time, donations, or both.

  • Juvenile Diabetes Research Foundation (JDRF)
  • Meals on Wheels
  • The Greater Baton Rouge Food Bank
  • Volunteers of America Greater Baton Rouge

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.