Craig's Story

Since I ask my clients to share very personal information about themselves and their families, it is time for me to share “My Story”.

My parents were “depression babies”.  Neither earned a high school diploma.  Instead, they worked to financially assist their families.  What they taught me was the value of hard work and the importance of a higher education.  I also learned the importance of protecting and preserving the hard-earned assets that come from your success. 

My dad was a machinist.  He was very hands on.  He could envision almost anything and then actually build it. We use this same “hands on” approach when working individually with each of our clients to provide personalized advice.

My mom was a great cook, and she passed on that passion to me.  Cooking is a mixture of science and creativity.  Similar to cooking, our recommendations are based on a recipe that includes both. This strategy is what helps us provide unique advice and guidance. 

My wife Carolyn is my high school sweetheart. She was a special education teacher.  She decided to pursue this career after personally seeing the need for more appropriate programming in the schools.  Two of our children have received special education services.  We learned that the need for special education services has nothing to do with intelligence. It centers on identifying the correct learning style that allows each of us grow in our knowledge base.

Some of the topics we discuss with clients involve complex financial terms and strategies.  We pride ourselves on the fact that we can apply various “methods” when reviewing choices so that these topics are easily understood.  We want our clients to be informed and comfortable in their decision-making process.

Carolyn and I have three boys. Our oldest, Christopher, earned his Bachelor of Arts in Statistics from the University of Vermont.  He is employed in the banking industry. Devin is a professional videographer, primarily focused on snowboard trade.  Our youngest, Hunter, is a National Snowboarding Champion, now pursing higher education.  Our hope is that we have passed on the values we learned from our parents to our boys.

Carolyn and I are very involved with our community and believe in sharing our gifts with others.  We love to travel and are outdoor sports enthusiasts.  Our activities include CrossFit, skiing, biking, and pickleball.

I thoroughly love what I do.  I appreciate that every day I have the chance to make a positive impact on our clients lives and that of their families.  There is nothing more fulfilling than seeing our clients achieve their goals with the help of our guidance and support. Our clients are our extended family and we would love to grow that “family”. Please, share your experience with others so we can continue to help others feel confident in their financial future.  

From the heart: Craig Bernard