Our Team

A Passionate Team Of Collaborators Ready To Partner With You

Jeff

Jeff Bernier, CFP®, ChFC, CFS

President & Wealth Advisor

Jamie

Jamie Stolz, CFP®, MBA

Director of Operations

CherylTeal

Cheryl Teal

Wealth Management Support Associate

Extended Team

In addition to our in-house team, we collaborate with experienced professionals who support our planning, investment, and trading processes. These individuals are independent third-party providers, are not employees of TandemGrowth, and do not provide direct advice to clients.

Larry Swedroe

Investment Consultant

Larry has spent decades researching and writing about evidence-based investing. He is the author or co-author of eighteen books on investing, including The Only Guide to a Winning Investment Strategy You’ll Ever Need and Your Complete Guide to Factor-Based Investing.

TandemGrowth draws on Larry’s research as an outside consultant to help inform our investment approach. He is not affiliated with our firm.

Cooper Bradfish, CFP®

Financial Planning Support

Cooper is a University of Wisconsin graduate with a degree in Finance, Investments, and Banking and is a CFP® professional.

As an outside consultant, Cooper supports client plan updates and research for our advisory team. He is not affiliated with our firm.

Paul Keller

Trading Support

Paul has over 25 years of experience in the financial services industry, with positions at Dain Bosworth, TD Ameritrade, Wells Fargo Investments, and Axos Clearing (formerly Legent Clearing and COR Clearing), where he spent over 16 years.

As an outside consultant, Paul monitors client portfolios against our investment models to identify trading needs, which are reviewed by TandemGrowth’s team. He is not affiliated with our firm.

LET’S DISCUSS

Do you need a clear financial path? Start the conversation.

No matter where you are in your journey, our goal is for you to be better able to navigate and have clarity and confidence in the future.

Happy couple planning for future financial goals and security with Alpharetta-based financial advisors