Sondra comes to Bernard Wealth Management with over 25 years of experience in the financial industry as a senior registered client associate. As part of our client service team, she strives to provide excellent client service, helping to build long lasting relationships between clients and the firm. Sondra also brings her expertise to assuring our daily operations and compliance run smoothly and seamlessly for our clients.
Sondra holds an Associate’s degree of Applied Science in Marketing and Management from Macomb Community College. She has also earned her Series 7, 63 and 65 registrations, as well as her Life Insurance and Annuity licenses. She is excited to continue expanding her comprehensive knowledge of the financial industry while developing close relationships with our clients and team. Outside of BWM, she enjoys spending time with her family, walking her dog Milo, reading, biking, swimming, yoga and traveling.