Get to Know Bernard
Bernard has over 14 years of professional experience that includes mortgage banking, real estate, financial services, operations, and risk compliance. He grew up in Brunswick County in Southern Virginia and moved to the Washington, DC area after graduation from Virginia State University with an Information Systems degree. He began his career at Wells Fargo and moved to Bank of America to diversify his background in financial services. Recently, he completed a Master’s in Real Estate at Georgetown University to broaden his background while working at KPMG in their Operations Compliance Risk Advisory practice.
His hobbies include giving back in the community, cycling, spending time with family/friends, while being spiritually grounded. Recently, he realized that helping people in the community was one of his biggest passions and decided a career in financial services at Northwestern Mutual was the best opportunity to get there by helping individuals achieve their personal goals of financial security.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
National Multiple Sclerosis Society Board - Greater DC Chapter
Bernard has been involved with the Bike MS event for the past 7 years and recently joined the Greater DC Chapter's board in October where he has a strong desire to serve the community and make a difference in the fight for a cure to MS.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
