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Our Team

Kenneth M. Bernard, CFA

Chartered Financial Analyst Charterholder

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

Kenneth (Ken) Bernard, the president and founder of Bernard Wealth Management, has been an investment advisor and portfolio manager since 1999.  He earned the Chartered Financial Analyst (CFA) designation in 2003.  Ken has primary responsibility for investment strategy, portfolio management and research.  Prior to founding Bernard Wealth Management, Ken was a Portfolio Manager at Griffin Portfolio Management, from 2007 to 2011.  Before that Ken worked at Sigma Investment Counselors from 1999 to January 2007, serving as Portfolio Manager and Chief Technology Officer.  Ken's personal portfolios are substantially invested in the same securities owned in the firm's client accounts.

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. 

Ken has been involved in many community organizations, including Yad Ezra, a local food pantry, where he served as President from 2009-2010.  He also enjoys coaching youth sports, including basketball and flag football.

Photo of team member

Deanna Harless

248-556-2900
deanna@bernard-wealth.com
Deanna Harless joined Bernard Wealth Management in February 2018 as the Client Service Manager. Deanna has over 10 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 has passed her FINRA Series 7, Series 63, and Series 65 exams. She also has her Michigan Life and Health license. She is currently studying for her Certified Financial Planner (CFP) designation. She currently lives in Rochester Hills with her husband John and two young sons, Jeremiah and Nathaniel.

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Phone: 248-556-2900

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