Bernadette M. Tymitz

Bernadette M. Tymitz

Chief Financial Officer

Bernadette has worked in the Estate Planning business for over 25 years, she has focused the last 7 years with assisting her clients with the funding of their trusts and retirement planning. Bernadette has extensive knowledge in planning for retirement and wealth preservation. Bernadette is professional, detailed, flexible, creative, and most importantly client oriented. Bernadette offers a unique combination of legal, financial and analytical skills with the ability to assess all vantage points that will assist clients and their families with a plan that is specific for them. In addition, she is Chief Financial Officer of the insurance services firm, First Insurance Group USA, Inc.

Bernadette is a graduate of the University of Michigan. She and her husband Jeff, who is a graduate of Ohio State (yes that happened), have five wonderful children. Bernadette refers to them as her fab five. Somehow, the two of them have been able to find a wonderful balance between home life and their careers. Bernadette is an active runner and volleyball player. She enjoys coaching youth volleyball and building the confidence of young ladies.  Bernadette absolutely loves her job. A highlight to her day is meeting new people and hearing their personal stories. Bernadette feels that she can share valuable information regarding the needs and concerns of retirees and their families.

Bernadette is a member of the Million Dollar Round Table, Better Business Bureau, National Ethics Association, SOFA, Romeo-Washington Chamber of Commerce and the founder of the Non-Profit organization - Women Empowerment. Her writings have been published in magazines.