TandemGrowth Financial Advisors Archives

Gwinnett Studio

Behavioral Finance: Tips for Overcoming Irrational Financial Decisions

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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.

CLICK HERE to watch the video of this show.

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.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
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LinkedIn: https://www.linkedin.com/company/estatedispute

Atlanta Business Radio

Albert Assad with Atlantic Consulting Solutions, Hank Corriher with Tandem Innovative Payment Solutions and Jeff Bernier with TandemGrowth Financial Advisors, LLC

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Albert Assad is the Managing Partner with Atlantic Consulting Solutions. Originally from Los Angeles, CA, Albert has lived in 6 countries, speaks 4 languages and holds 3 master’s degrees (an MBA, a Master’s in Philosophy and a Master’s in Social Responsibility) from universities in Europe and Latin America as well as specialized courses such as negotiation at Harvard University, financial modeling at Emory University and strategic decisions & risk management at Wharton University. With 18+ years of successful management and finance experience on both national and international levels, he is the founder of a management consulting firm and founder of a Financial Technology company in Atlanta, GA. He plays ice-hockey, loves to travel and is on the board of several non-profit organizations.

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Hank Corriher is a Senior Account Executive with Tandem Innovative Payment Solutions. His passion is helping businesses develop and drive smarter payment methods to improve their cash flow, efficiency and customer or trading partner experience. After a long run at a major regional bank and previous career in the advertising and media industry, he aligned myself with the company which is client focused and can help him grow the business. Payments are no longer just the end of the transaction process, it’s part of the customer experience. He believes that if you do it right, you gain loyalty but if you do it wrong, you may lose that customer forever. Hank found success through utilizing his Gallup assessed strengths of: Relator, Individualization, Ideation, Arranger, and Belief.

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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 our clients. Jeff oversees the firm’s investment research and portfolio management team and develops its overall investment strategy. He also works directly with clients, helping to evaluate the opportunities, benefits, costs, and tradeoffs of their personal financial and life choices. A frequent speaker and published author, Jeff enjoys sharing his experiences on such issues as tax planning strategies, retirement income distributions, and asset allocation for business executives, retirees, and long-term investors throughout the Southeast. Jeff holds a bachelor’s degree in finance from the University of Georgia and a master’s degree in financial planning from The College for Financial Planning in Denver. Committed to continuing education, he has also undertaken training and completed the requirements for advanced professional certifications. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, a Certified Fund Specialist (CFS), and a Chartered Financial Consultant (ChFC). Jeff is a member of the Financial Planning Association (FPA), the fee-only National Association of Personal Financial Advisors (NAPFA), and the Phoenix Group, a national group of elite wealth advisors who meet periodically to collaborate on industry best practices. Jeff is a member of the Atlanta Athletic Club and enjoys golf, reading, travel, and serving on mission trips, and he is committed to lifelong learning. In 2013 he attended The Halftime Institute and is passionate about helping executives in transition move from success to significance. He resides in John’s Creek with his wife, Ashley, and their children, Nicholas and Natalie. Jeff and Ashley are members of Mt. Pisgah United Methodist Church.

Follow Jeff Bernier on LinkedIn and TandemGrowth Financial Advisors, LLC on Twitter and on Facebook.