2 months ago
QA Wealth Management Joins CAPTRUST
Firm Specializes in Wealth Management for Big Four and Consulting...
- With CAPTRUST Since 2023
- 866.767.8007
-
10650 Red Circle Drive #303
Minnetonka, MN 55343
T. J. Bernard
Senior Associate,
Relationship Manager
- Hopkins, MN
- The Great Outdoors
- Three deceased patriarchs: my great grandfather and two late grandfathers-in-law
- Whatever you do, work heartily, as for the Lord and not for men. - Colossians 3:23 ESV
- Honesty, humility, and pragmatism
Financial Advisors
TJ Bernard is a wealth management financial advisor based in Minnetonka, MN.
TJ joined CAPTRUST in 2023 from QA Wealth Management. As a senior associate relationship manager, he supports advisors as they help clients meet their financial goals. Prior to working in the industry, TJ worked in risk management for Mortenson Construction. He holds a Bachelor of Science degree in statistics from the University of Minnesota at Duluth.
Outside of the office, TJ enjoys spending time with his wife Anne, family, friends, and church community. His favorite activities include outdoor sports and recreation, especially hiking, camping, fishing, volleyball, and softball.
Education
- Bachelor of Science with Statistics Major and Economics Minor from University of Minnesota Duluth
Industry Involvement
- Trustee board member, Plymouth Covenant Church
