New York, NY & Jim Thorpe PA
I have a 15-year background in finance. Bernie ihas had success as an entrepreneur. We have a fun and energetic approach to financial education. Our focus is educating and motivating our clients toward financial freedom. We are passionate about the financial needs of their clients.Our goal is to positively IMPACT the financial security of families across the United States

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Our mission is to understand and meet the unique financial needs of every client, fostering long-term prosperity. Our ultimate goal is to positively impact families' financial security nationwide, contributing to their overall well-being

Kaisha & Bernie 

Bersha