Our Team

My name is Tim and I believe in fully supporting the causes, issues and challenges that are important to your financial well-being.

When I work with you, I:

• Listen to your needs with sincerity and a desire to understand
• Continue to confirm what is important to you throughout our ongoing relationship
• Commit to being responsive and reassure you we are here whenever you need us
• Consider it an honor to be an integral part of your planning process and strive to find better ways to meet your needs
• Share concepts in a manner that is clear and makes sense to you
• Follow up with you regularly to discover what’s changed and identify new or shifting priorities.

In my role as an owner, principal, and advisor, I:

• Work to foster good communication, anticipate challenges, and keep the team working to support clients in the best way possible

I’m Tim Koehl, Master of Meaningful Client Relationships and Principal of Bernhardt Wealth Management. I work hard to fully understand and fulfill my client’s dreams.

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I believe in contributing and making a difference in causes I believe in and that my vocation is an expression of my faith. I am particularly passionate about the pain of domestic violence, so I volunteer to help educate and empower women to build a new life. Every new day is a gift for which I am grateful. I often enjoy those days reading, traveling, dabbling in photography and even stretching my creativity as an AFO (Adult Fan of Lego)!

When I work with you, I:

• Devote myself to ensuring things are done completely and in the right way
• View every moment as an opportunity to have a positive impact
• Clarify everything, because I want to execute things flawlessly and avoid errors
• Commit to excellence and fiercely question and challenge current policies and procedures to create the best path, plan or process
• Ensure we follow optimized processes and view those methods as my way to provide maximum impact and maintain trusting relationships
• Maintain sense of right and wrong and ensure you get what’s right
• Remain a lifelong learner and expand my knowledge for the betterment of the firm and our clients

In my role as an owner, I:

• Am passionate about advocating for clients, for the firm, and for the industry
• Operate as a change agent and I am not afraid to trumpet a message or support a movement

I’m Bonnie Maingault, Master of Execution and Director of Operations at Bernhardt Wealth Management. I make my impact by transforming the office and the financial industry through technology, process, systems and people.

I believe trust and respect are earned and without trust nothing is done effectively.

When I work with you, I:

• Deliver on what I say, and always try to exceed expectations
• Innovate new methods of doing things and staying organized
• Am mindful, intentional, and I communicate often and openly
• Am a lifelong learner and try to advance—my, your and the team’s—knowledge and skills
• Keep things light by injecting humor, sarcasm and fun
• Take work personally, never want to let you down, and care deeply about things working out right

I’m Cameron Farbotko, Master Trust Earner and Associate Advisor at Bernhardt Wealth Management.

It takes a lot of coffee to get me up in the morning, but once I get going, I love the fact that my job allows people to live their life to the fullest without financial worry. Outside of work I’m always on the go—as a gym rat, computer nerd, cyclist, and a foodie/chef.

I believe in building trust and a real connection with you.

When I work with you, I:

• Focus on getting to know you and earning your confidence
• Present myself in a manner that is sincere, thoughtful, and personable
• Am genuine and honestly care about creating a “wow” experience
• Believe in assisting in every way possible to help you accomplish your goals
• Acknowledge your way of thinking and assess the situation from your point of view
• Lean into my habits of perfectionism in order to make sure we achieve the best possible result
• Carve out opportunities for authentic connection whether it is one-to-one or in a small group setting
• Follow through and continue to be there for you and keep our relationship present

I’m Ben Madtes, Master of Empathetic Understanding and Client Service Associate II at Bernhardt Wealth Management.

I was born in Heidelberg, Germany to a U.S. Army soldier who raised me with a strong sense of pride for my country. A huge advocate for health, as evident by my avid fitness workouts, I believe concentrating on our physical, as well as mental health is paramount. It gets me up each morning with a desire to be better than I was yesterday and to treat each day as a new opportunity.