Printing tool Download PDF


Obtained the status of membership in Fidelity Investments President’s Circle

Ranked as the number one retirement consultant nationally with Fidelity

Ranked #1 nationally with Fidelity in managed money, over $200 million

Successfully managed a client practice of nearly $300M as Vice President of

high networth clients for Charles Schwab

Work experience

Aug 2008Present

Director of Financial Planning

Bernhardt Wealth Management
Sep 2005Aug 2008

Vice President

Charles Schwab Company
Jun 2001Sep 2005

Associate Pastor

Christ The King Church
Apr 1997Jun 2001

Retirement Consultant

Apr 1978Apr 1997

Associate Pastor

People of Destiny, International

Developed the volunteer infrastructure of the church resulting in an increase in church membership from 500 to 1700

Developed and directed capital fund raising campaign which raise $10 million for church facility

An effective, motivational speaker/trainer receiving requests to speak at

various conferences and churches around the country


Sep 1969Dec 1973


University of Maryland