My goal is to make new client onboarding run smoothly, along with maintaining and building relationships.

Bernadette J. Burgoon

Bernadette has been in the financial service industry since 2018 and serves as a Client Service Specialist on the operations team out of our Pittsburgh office. Bernadette works closely with our team of advisors and operations staff to provide efficient and timely assistance with day-to-day requests including opening new accounts, initiating transfers, fulfilling money movement requests and general account maintenance. She thoroughly enjoys building relationships with clients and finding ways to ease their service needs.  

Bernadette lives in the North Hills area with what she lovingly calls her mini kitty zoo. She enjoys spending time outdoors, traveling and volunteering with the Orchard Hill Church and Highmark Caring Place. 

Professional Licenses & Designations

Notary Public – Pennsylvania


B.S. in Special Education, Slippery Rock University

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