About Us
Bernard started his career in the financial services industry in 1976 with the firm of Waddell and Reed in Salina, Kansas. He moved to Harrisonville, Missouri with Waddell and Reed in 1979, and became a successful division manager for all of Southwest Missouri.
He subsequently was transferred to St. Petersburg, Florida, by Waddell and Reed in 1986 and worked his way to become a Regional Vice President. In an effort to better serve his clientele with a broad range of products and services he became an independent broker.
Bernard and Marcia were married in 1990 and started their own office in Seminole, Florida.
Bernard successfully passed the necessary exams to be licensed in life, health, and variable annuities.
As for our family, we have 4 grown children and 12 grandchildren. Our main source of family entertainment today, however is our 4 other children, our Chihuahua dogs. They are members of the Gulf Coast Church and teach the Dave Ramsey course of Financial Peace there annually. We do keep busy.