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Advent Partners Spotlight: Colin Bernd

Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office.

June’s spotlight is Colin Bernd, Client Relationship Manager.



Position:
Client Relationship Manager

Specialty: Building financial plans

What is the last book you read?

Start with Why: How Great Leaders Inspire Everyone To Take Action” by Simon Sinek

When you are not at work, you are?

Checking out a new hiking trail, taking surf trips to the Jersey shore when home with family, or planning our next road trip.

What is the best piece of advice you have received?

Both quotes are attributed to famous speakers, but were given to me as advice:

  • Don’t just aspire to make a living, aspire to make a difference.
  • Life is 10% what happens to you and 90% how you react to it.


What do you like most about working at Advent Partners?

I like building relationships with coworkers and clients and doing our best to make work fun.

What is something people might not know about you?

Since getting married last September, I have been working remotely while living a semi-nomadic lifestyle with my wife, Sarah, who has been a PICU travel nurse in different cities across the US. She recently finished a contract in Albuquerque, NM and started a new contract a few weeks ago in Seattle, WA. We’ve had the opportunity to see some beautiful parts of the county on our drive including stops at several National Parks.

Get to Know Our Amazing Team

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The Clients We Serve

They come to us for more than just strategy. Our clients seek conversations that feel like they matter. Because they do.

Our clients are as unique as their plans, but they tend to share a few things in common:

Ready for a Plan That Reflects the Whole You?

Navigating retirement? Selling a business? Wondering how to pass on more than just money? We’re ready when you are. At Advent Partners, financial planning can be transformational. And you don’t have to do it alone.

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