Phone: 703-356-4380

Email: Tim@BernhardtWealth.com

I believe in fully supporting the cause, issues, challenges that are important to each client’s financial well-being.

When I work with you, I:

• Listen to your needs with sincerity and a desire to understand,
• Continue to confirm what is important to you throughout our ongoing relationship,
• Commit to being responsive and reassure you we are here now and whenever you need us,
• Consider it an honor to be an integral part of our planning process and strive to find better ways to meet your needs,
• Share concepts in a manner that is clear and makes sense to you, and
• Follow up and check in regularly to monitor what’s changed and identify shifting or new priorities.

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

• Work to foster good communication, anticipate challenges, and keep the team working to support clients in the best way possible.

I’m Tim Koehl, Master of Meaningful Client Relationships and Principal of Bernhardt Wealth Management. I work hard to fully understand and fulfill my client’s dreams.

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Phone: 703-356-4380

Email: Bonnie@BernhardtWealth.com

I believe in contributing and making a difference in causes I believe in and that my vocation is an expression of my faith. I am particularly passionate about the pain of domestic violence, so I volunteer to help educate and empower women to build a new life. Every new day is a gift for which I am grateful. I often enjoy those days reading, traveling, dabbling in photography and even stretching my creativity as an AFO (Adult Fan of Lego)!

When I work with you, I:

• Devote myself to ensuring things are done completely and in the right way,
• View every moment as an opportunity to have a positive impact,
• Clarify everything, because I want to execute things flawlessly and avoid errors,
• Commit to excellence and fiercely question and challenge current policies and procedures to create the best path, plan or process,
• Ensure we follow optimized processes and view those methods as my way to provide maximum impact and maintain trusting relationships,
• Maintain sense of right and wrong and ensure you get what’s right, and
• Remain a lifelong learner and expand my knowledge for the betterment of the firm and our clients.

In my role as an owner, I:

• Am passionate about advocating for clients, for the firm, and for the industry, and
• Operate as a change agent and I am not afraid to trumpet a message or support a movement

I’m Bonnie Maingault, Master of Execution and Director of Operations at Bernhardt Wealth Management. I make my impact by transforming the office and the financial industry through technology, process, systems and people.

Phone: 703-356-4380

Email: Cameron@BernhardtWealth.com

I believe trust and respect are earned and without trust nothing is done effectively.

When I work with you, I:

• Deliver on what I say, and always try to exceed expectations,
• Innovate new methods of doing things and staying organized,
• Am mindful, intentional, and I communicate often and openly,
• Am a lifelong learner and try to advance—my, your and the team’s—knowledge and skills,
• Keep things light by injecting humor, sarcasm and fun, and
• Take work personally, never want to let you down, and care deeply about things working out right.

I’m Cameron Farbotko, Master Trust Earner and Associate Advisor at Bernhardt Wealth Management.

It takes a lot of coffee to get me up in the morning, but once I get going, I love the fact that my job allows people to live their life to the fullest without financial worry. Outside of work I’m always on the go—as an MBA student, gym rat, computer nerd, cyclist, beer/wine/whiskey lover and a foodie/chef.

Phone: 703-356-4380

Email: Catherine@BernhardtWealth.com

I believe in finding a better way.

When I work with you, I:

• Ask you to take me through what’s currently done and how,
• Look for any pain points or obstacles in the way of reaching your goal,
• Keep the end goal in mind,
• Find the most streamlined and logical way of doing things,
• Add my personal flair, and
• Strive to make everyone’s life easier.

I’m Catherine O'Camb, Master of Better Options and Client Service Associate II at Bernhardt Wealth Management.

My hometown in Southwest Colorado sits at the peak of the fresh-mountain water supply and I can honestly say I have never tasted fresher, more delicious water than the water I drank while growing up. It turned me into a bit of a "water connoisseur." I also developed an appreciation for slow-paced living and the natural beauties of our country. Helping my grandparents till their gardens then indulging in fresh-grown salad and vegetables throughout the summers taught me the importance of hard work to achieve great results.