Bernie is one of Denver’s best known small business advisor as well as a top advisor for individual investors. He has been nationally recognized for his continued work within the financial planning industry and strives to continually educate himself and his clients on the latest tax and financial planning issues. Bernie has been listed in the January 2009 issue of Forbes as one of “The Most Dependable Wealth Managers in the Rocky Mountains”, based Goldline Research. You may also have seen Bernie being interviewed on 9 News or in the September 2009 issue of 5280 Magazine.
Bernie graduated from Indiana University’s world-renown business school with a degree in finance in 1993 and has been helping people with their investments ever since. After college, Bernie was a successful stockbroker with a large national firm and in 1996, he managed a small stock brokerage office in his home town of Hammond Indiana. Bernie moved to Denver in 1999 and has since become one of Denver’s leading experts in advising clients on investments, taxes and comprehensive financial planning.
Bernie is so committed to educating himself and his clients that he has earned the nationally recognized designation of Certified Financial Educator (CFEd). He teaches financial planning classes and tax classes in the evenings through the local Community College of Aurora. He also provides his clients with ongoing education through his workshop series – which is an ongoing education and lifestyle series of events provided to his clients free of charge.
Since the daily recommendations and decisions that Bernie makes for his clients are so important, he decided that he should seek another level of professional certification – CPA designation. In 2003, Bernie took the CPA exam and passed it on the first attempt. He now brings an additional perspective of advice, and consistently implements tax-planning strategies for his clients.
Bernie is also a brewmaster! He has been brewing beer as a hobby since 1991 and has won countless awards for his beer. He is also a certified beer judge and is compensated for judging beer and competitions throughout the state. It is a common scene to see Bernie’s clients leave the office with complimentary bottles of award winning beer!
At Triad Financial, we have several staff members to support the Financial Advisors.
LPL Financial, member FINRA/SIPC is our Broker/Dealer through which we conduct security transactions.
At LPL Financial, your goals always come first. The founders of LPL Financial had a pioneering vision: to create a refreshingly personal alternative to Wall Street firms. An environment where you receive truly independent advice that’s always focused on your goals. Ultimately, your investment strategy involves several key elements including: LPL Financial’s heritage of independence. Our unbiased research and solutions. Objective guidance and advice. And the expert support and training LPL Financial offers its advisors.
With LPL Financial, your advisor is independent, but not alone…so your goals always come first.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, IN, KS, KY, MN, MO, NE, NM, OH, OR, TX, UT, WI.
Beth Taillon, Client Services Manager
As an assistant to Bernie, Beth is the first person you should call if you have process-related questions about the financial or tax planning services provided by Bernie. She aids in client communications and investment paperwork. Beth has a business degree from Indiana University, and has years of experience in managing numerous employees.
This enables her to keep the team running smoothly. Beth’s priority is to ensure our clients receive the best possible service.
Victoria has been providing financial services in the Denver community since 1982. Being both a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional allows her the unique position of providing tax aware financial planning for individuals and business clients. She focuses on assisting clients with growing assets for retirement as well as retirement management services while maximizing tax strategies.
Victoria received her undergraduate degree in
Accounting from the University of Houston and her Master of Taxation from the University of Denver. Previously she was a full-time professor with the College for Financial Planning teaching prospective financial professionals. She believes in continuing her educational efforts by helping clients with financial literacy. “Knowledge empowers clients with the confidence to take control of their financial future”.
Victoria brings a true Colorado spirit to the group with her deep agricultural roots. In addition to being an avid equestrian, she has a working ranch where she raises sheep and trains herding dogs. When not working or trialing her dogs, she is often found camping with her horses in the Colorado high country.