Drawing from over 15 years of engineering experience in systems analysis and project management, Bernard joined Penn Financial Services in 2017 to work alongside his father-in-law, Michael Knaub. His engineering background in precise decision-making and systematic problem-solving translates perfectly to helping clients develop comprehensive retirement strategies.
Bernard holds a B.S. in Electrical Engineering from Geneva College and previously mentored at-risk youth through Pittsburgh's Learning and Mentoring Program (LAMP). An avid outdoorsman and traveler, he enjoys activities from scuba diving to skiing. Bernard lives in Pittsburgh with his wife Marissa, a professional harpist, and their two sons, Marcus and Tristan.
Penn Financial Services LLC, founded in 1995 by Michael Knaub, is a family-owned firm dedicated to providing multigenerational financial guidance. Through our proprietary Cadence FORMula, we integrate comprehensive wealth management, risk assessment, and legacy planning to serve successful families, professionals, and business owners.
We help clients achieve their retirement goals while building lasting legacies. Our team delivers personalized strategies using diverse investment and insurance solutions, with a focus on seamless wealth transfer to future generations, business partners, or charitable causes. As your needs evolve, our flexible planning approach evolves with you.
Financial Advisor
