Bernard has been working in wealth management since 2002 and the accounting profession since 1997. In 2013, he Co-Founded tax and accounting firm, Rooney and Hodgens, LLC, in Holland, Pennsylvania.
Bernard's work as a wealth manager is strongly influenced by his experience as a tax professional. He believes that investors should always consider how their investments compliment their tax situation.
Bernard is a graduate of St. Joseph’s University with a Bachelor’s Degree in Accounting. He is also a member of the National Association of Enrolled Agents and the National Association of Tax Practitioners. He possesses the Series 65, 63, 6, and Security Industry Essentials licensures and designations.
Outside of work, Bernard enjoys spending time with his family, going to Philadelphia sporting events, and golfing.