Bernie has been in public accounting since 1995. His specialties include working with small business owners, relatively high net worth individuals, and real estate companies. He also provides financial planning and Social Security planning services and maintains his designations through the CFP Board and the National Social Security Association, LLC.
Bernie is a member of the American Institute of Certified Public Accountants (AICPA), the Colorado Society of Certified Public Accountants (COCPA) and is also a licensed Certified Financial Planner. He was involved in the Housing and Building Association of Colorado Springs and formerly served on the board of HBA Cares.
Credentials: CPA, CFP®, NSSA®, RICP
Education: B.S.B.A., Duquesne University in Pittsburgh, PA; M.B.A., University of Colorado Colorado Springs; MS in Taxation, Northeastern University
CPA License Number: 16397