Nick began working in the financial services industry with Merrill Lynch in 2006, joining his father, Tony, and sister, Rose, in what was then called The Bernardo Group. As a Certified Financial Planner™ professional, Nick builds long-lasting relationships with clients as he takes them through the process of planning to help secure their financial futures. He specializes in financial and estate planning; he also manages Bernardo Wealth Planning’s overall business and is responsible for the growth of the Bernardo team.

Graduating with Dean’s List honors, Nick earned a Bachelor of Arts degree in business management from Juniata College. Born in Worcester, Pennsylvania, he returned after college to make his home in Lederach with his wife, Trinda, and children, Isabella, Nicholas, Jr., and Savannah. In addition to spending his free time playing golf and volleyball, Nick is an active member of the Indian Valley Country Club and the Christopher Dock High School Golf Committee.

Rose’s experience as a financial advisor dates to 2004, when the Bernardo team began to take shape at Merrill Lynch through a seamless blend of her father’s expertise and Rose’s drive for excellence in financial planning. Selected to membership in Merrill’s Executive Club is 2007, Rose enjoys combining her strong knowledge of finance with her personal dedication to helping clients achieve their goals. As a Certified Financial Planner™ practitioner, she strives to take the time to develop and nurture personal relationships, understanding clients’ goals in order to formulate a plan designed to address each area of risk, and ultimately achieve those goals together.

A resident of Lederach, Pennsylvania, Rose earned her degree from Pennsylvania State University with a Bachelor of Science degree in industrial/organizational psychology and business. When not working, Rose enjoys spending time with her husband, Dan, and children, Anthony and Madeline, and participating with family and friends in activities she loves such as entertaining, cooking and traveling.

Andy previously worked in the pharmaceutical, steel and medical device industries in both domestic and international roles prior to joining BWP. He has extensive background in financial analysis, compliance, and cash management.

Matt started his career in 2013 on the wealth management sales and trading desk at Morgan Stanley with a focus on HY debt. Matt transitioned to the institutional investing world when he joined Radcliffe in 2017 where he was head of trading and a portfolio manager for dedicated SPAC strategy. Prior to joining Bernardo Wealth Planning in 2023, Matt was working at Fortress Investment Group where he was a managing director and head of equity capital markets. Matt graduated from College of the Holy Cross in 2013 with a double major in Mathematics and Economics. Matt and his wife, Becca, reside in Berwyn, PA.

For more than two decades, Noreen has developed extensive knowledge and capabilities in various roles throughout the financial services industry. She began her career at the Philadelphia Stock Exchange, moved to Merrill Lynch in 1995, and in 2003 joined the Bernardo team, which moved in 2009 to Morgan Stanley. She takes pride in providing Bernardo’s clients with personalized financial care and education; as a result of her attention, clients receive superior problem-solving along with an extraordinary degree of understanding. Noreen contributes to Bernardo Wealth Planning as a registered client associate and serves as the firm’s notary public.

A native of Philadelphia, Noreen, along with her husband, Brian, and their children, Brandon and Ashley, have called Quakertown home since 2002. Extremely community-minded, she consistently volunteers at her children’s schools and helps raise funds for various causes, including the effort to find a cure for breast cancer. In her spare time, Noreen enjoys the company of her family and friends, reading, and playing with her children.

Jackie graduated with a Bachelor of Science in Business Administration and Management from Chestnut Hill College in 2009. She began her career as a financial Advisor at Penn Mutual, and then transitioned to a client service role with the investment management firm Brinker Capital in 2011. Jackie’s professional successes and experience in building and maintaining long-term relationships reinforces our capacity to both grow externally and to nurture durable and constructive partnerships with our clients. Her energy, professionalism, reliability, and dedication to our clients and their goals epitomizes the Bernardo mindset that underlies everything we do. Originally from Bryn Mawr, Pennsylvania, Jackie now resides in Upper Coventry. Out of the office, she spends the majority of her time with Will and their son, Liam. Jackie is one for the outdoors, enjoying horseback riding, sailing, and skiing in her free time.

Lance began working in the financial services industry with a large regional bank in 2014 before moving to Stifel in the fall of 2015. As a Certified Financial PlannerTM professional, Lance strives to build lasting relationships with his clients as he walks them through the financial planning process. Lance specializes in retirement, education, and estate planning.

Growing up in Doylestown, Pennsylvania, Lance attended Ursinus College where he earned a Bachelor of Arts degree in Business & Economics with a minor in Spanish. Lance currently lives in Phoenixville with his wife Aoife. In addition to being an avid outdoorsman, Lance enjoys traveling to new places with his wife and experiencing new cultures. Lance is also the chairman of the board for the Bucks County chapter of Fellowship of Christian Athletes.

Matt began his career in financial services in 2001 after graduating from Goshen College with a degree in Business Administration. He went on to join a local MassMutual office in 2004 and soon took on the roles of Director of Financial Planning and Compliance Officer. Matt later began his own wealth management practice in 2012 and joined Bernardo Wealth Planning in 2017. Matt resides in Telford with his wife, Emily, and their three children, Olivia, Ellie and Sophie. He enjoys the outdoors, golf, the beach, listening to music and playing music, especially with his family. Matt and his family attend Blooming Glen Mennonite Church and he is active in church leadership and its rich music program.

Faith will often be your first point of contact when calling the office; she helps the office run smoothly by overseeing general office operations and offering support to our advisors.