Phone: 703-356-4380

Email: Solon@BernhardtWealth.com

I believe in developing trusting relationships, both with clients and other professional partners, ensuring you are in competent hands.

When I work with you, I:

• Sincerely care and think about you in terms of what I would want for myself and my family
• Listen to completely understand your situation, spend a great deal of energy determining how best I can help you, and then partner with you in making valuable financial decisions
• Am approachable, non-judgmental and authentic—I will be very direct when you want or need me to be
• Make it a point to be wholly reliable, extremely responsive, and never leave you wondering
• Take complicated concepts and make them clear while taking full responsibility for your experiences and outcomes
• Constantly review new techniques and financial planning ideas to continually provide the right, and best solutions
• Am always on the lookout for issues or concerns you haven’t considered

In my role as an owner, principal, and advisor, I:

• Remain conscious and intentional about optimizing our clients’ experiences, down to the details
• Maintain a long-term commitment to the entire team’s performance and to maximizing our impact on clients

I’m Solon Vlasto, Master of Putting Myself in Your Shoes and Principal of Bernhardt Wealth Management. I help you navigate complex financial situations to ensure you take advantage of all that’s available to you.

 

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Phone: 703-356-4380

Email: Kent@BernhardtWealth.com

My name is Kent and I believe in making a difference in other people’s lives, even if it is only in small ways.

When I work with you, I:

• Start by treating you with respect, talk to you, and try to get to know you
• Establish trust with you, regardless of our relative roles
• Put you at ease and invite you to ask me anything
• Make it a habit to fix things and leave them better than I found them
• Look for ways to help, as I hate to see anyone struggle
• Want you to feel the time we spend together is well spent
• Do everything I can to pull my weight and set an example for how to be

I’m Kent Davis, Master of Serving Others Well and Associate Advisor at Bernhardt Wealth Management.

Growing up as an Army brat, I moved every three years. Maybe this is why I’m now pursuing an RV lifestyle. I consider home to be the small, agricultural town of Cairo, GA where I’ve spent many family vacations. In addition to a love for cooking, I commit much of my spare time to advocating for important causes, including Orphan Network, Home of Guiding Hands in San Diego, CA, Veteran’s organizations, Women’s Memorial at the base of Arlington Cemetery, and my church in Ashburn, VA.

Phone: 703-356-4380

Email: Olivia@BernhardtWealth.com

I believe in doing things in the most effective and efficient way.

When I work with you, I:

• Care deeply about getting things done the right way for you
• Take ownership of my job and all that I do
• Pay attention to detail and think several steps ahead to cover all bases and get it done right the first time
• Am always willing to help with any project, big or small and focus on getting things done efficiently
• Master any system, project or process so I can execute tasks effectively and accurately
• Respond quickly and communicate in a clear, concise manner
• Am patient and helpful to both team members and clients
• Simplify things whenever possible, and challenge only those processes that I feel I can make improve

I’m Olivia Lee, Master of Efficiency and Trading and Operations Associate at Bernhardt Wealth Management.

Once I leave the office, family time with my husband and kids becomes the most important part of my day. Together, we especially love watching the Green Bay Packers.

 

Phone: 703-356-4380

Email: Carol@BernhardtWealth.com

I believe in doing things in the most efficient and effective way.

When I work with you, I:

• Examine how things are currently being done and what systems or tools we are working with
• Look for areas of improvement – maybe cutting or even adding steps – and explore options to move you forward quickly
• Make sure we keep track of everything so our work becomes legacy and ensures the next person benefits and will not have to backtrack
• Seek feedback from you as I want to make sure you feel it’s working the way you were hoping for
• Always strive to exceed your expectations

I'm Carol Dreistadt, Master of Great Experiences and Client Service Associate I at Bernhardt Wealth Management.

With a love for all things art and design, I spend much of my free time immersed in creativity – everything from drawing to knitting. But don’t be fooled by my “stay calm and carry on,” demeanor. I am also very proud of my ability to handle a manual transmission and hope to one day drive a Formula One race car!