T.J. Bernard is a consultant and relationship manager based in Minnetonka, MN.

T.J. serves clients across the nation, helping them navigate complex financial decisions and build lasting legacies for future generations. With a background in statistics and risk management, T.J. brings analytical rigor and thoughtful insights to every client relationship. He began his career in financial services in 2021, transitioning from a role in risk management. Before joining CAPTRUST in 2023, he worked with QA Wealth Management, where he provided financial planning to support a team of wealth management advisors focused on serving Big Four tax, audit, and consulting professionals.

T. J. is a CFP® professional and holds a Bachelor of Science in statistics from the University of Minnesota, Duluth.

Outside of work, he spends most of his time with his wife and son, along with other family and friends. He enjoys participating in his church community and spending time outside as often as he can.