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  1. Home
  2. About
  3. Our Team

Our Team

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Kenneth M. Bernard, CFA

President

(248) 556-2900
(248) 921-1406
ken@bernard-wealth.com

Ken Bernard is the president and founder of Bernard Wealth Management. With nearly 20 years of experience as an investment advisor and portfolio manager, his primary responsibility is investment strategy, portfolio management, and research. He earned the Chartered Financial Analyst (CFA) designation in 2003.

Ken received a Bachelor of Science degree in Economics and Statistics from the University of Michigan in 1984 and a Masters in Business Administration from the University of Michigan Ross School of Business in 1992.

He is involved in many community organizations, including Yad Ezra, a local food pantry, where he served as President from 2009-2010. He also volunteers with Beaumont Hospital’s animal assisted therapy program with his dog, Dexter.

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Deanna Harless, CFP®

Client Service Manager

248-556-2900
deanna@bernard-wealth.com

Deanna Harless joined Bernard Wealth Management in February 2018 as the Client Service Manager. Deanna has over 15 years of experience in the financial services industry, including expertise in firm productivity improvement, procedure development, and investment research. She enjoys working with clients to help them reach their financial objectives while getting to know them. Deanna graduated from Oakland University with her Bachelor of Science degree. She obtained her CERTIFIED FINANCIAL PLANNER™ designation in December 2019, meeting the rigorous education and testing requirements into the complexities of financial planning, as well as meeting the experience requirements and ethical standards. She has also passed her FINRA Series 7, Series 63, and Series 65 exams and holds the Michigan Life and Health license. She currently lives in Rochester Hills with her husband John and two young sons, Jeremiah and Nathaniel. 

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Andy Niedermeier

Wealth Advisor

248-556-2900
614-746-9996
844-215-3716
andy@bernard-wealth.com

Andy Niedermeier joined Bernard Wealth Management in August of 2019 as a Wealth Advisor.  Andy serves as an advisor to clients and joins the investment research and portfolio management team. With more than 20 years in financial services, including the last twelve with Charles Schwab, Andy most recently worked as a Managing Director of Strategy, where he was responsible for developing the educational strategy for Financial Wellness.  Prior to that, Andy worked on the corporate finance team providing financial planning and analysis support for multiple business units.  Before Charles Schwab, Andy spent over eight years at The Bisys Group, Inc. in Columbus, Ohio serving on the financial reporting and mutual fund accounting teams. Andy’s areas of expertise include strategy, analytics, budgeting, and financial products.  Andy enjoys using his background and experiences to help clients achieve their goals. 

Andy holds a Bachelor of Science in Finance from The Ohio State University and a Masters in Business Administration from Otterbein University. He has also passed his FINRA Series 7 and 66 exams and is currently studying for his Certified Financial Planner (CFP©) designation. 

An Ohio native, Andy has lived in Colorado since 2011 with his wife Stacy and their two children, Wiley and Lia.  Andy is an avid sports fan, enjoys coaching youth sports, and the whole family looks forward to skiing every winter.

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Phone: 248-556-2900

Fax: 844-215-3716

Email: info@bernard-wealth.com

600 S. Adams Rd., Suite 100, Birmingham, MI 48009

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