T. J. Bernard, CFP®

Senior Associate,
Relationship Manager

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Biography
Education & Other Highlights
Location(s)

TJ Bernard is a wealth management financial advisor based in Minnetonka, MN.

TJ joined CAPTRUST in 2023 from QA Wealth Management. As a senior associate relationship manager, he supports advisors as they help clients meet their financial goals. Prior to working in the industry, TJ worked in risk management for Mortenson Construction. He holds a Bachelor of Science degree in statistics from the University of Minnesota at Duluth.

Outside of the office, TJ enjoys spending time with his wife Anne, family, friends, and church community. His favorite activities include outdoor sports and recreation, especially hiking, camping, fishing, volleyball, and softball.

Education

  • Bachelor of Science with Statistics Major and Economics Minor from University of Minnesota Duluth

Industry Designations

  • CERTIFIED FINANCIAL PLANNERâ„¢

Industry Involvement

  • Trustee board member, Plymouth Covenant Church

Resources

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