Behavioral Finance: Tips for Overcoming Irrational Financial Decisions

Jeff Bernier/TandemGrowth Financial Advisors

The president and chief investment officer of TandemGrowth Financial Advisors, LLC, Jeff Bernier has been providing personalized financial advice to high-earning individuals and families since 1986. After starting his career with a large firm with limited products and services, he made the decision to form his own registered investment advisory (RIA) firm where he had the freedom to provide holistic, objective advice. Three decades later, Jeff couldn’t be prouder of his team’s success and the firm’s continued dedication to fee-only financial planning, its recognition as a National Association of Personal Financial Advisors (NAPFA) advisory firm, and its commitment to serving as a fiduciary for their clients.

Taylor Stanfill/Verisail Partners

Taylor started his career in commercial real estate. Though he enjoyed his work, he desired a job where he could use his strengths to impact people’s lives in a positive way. This led to a career into the financial planning and investment management industry. After working for a large company for a few years, he joined Verisail Partners as the third partner. He enjoys walking alongside his clients to help them understand where they are and how to get where they want to be, while helping them feel confident and at peace about their finances along the way.

Andy Avera/Avera Wealth Advisors

Andy Avera with Avera Wealth Advisors has been providing comprehensive wealth management for high-net-worth individuals and families for nearly 20 years. He has worked with clients from many professional and personal backgrounds, having net worths ranging from $1 million to over $100 million. Andy believes the most rewarding part of what he does is helping his clients gain peace of mind, knowing that they are on track to fulfill their financial goals.

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About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.