You Are not a Client.
You’re Our Partner.
At Covenant Planning, we serve as a compassionate advocate for retirees and federal government employees. Our approach is designed to look beyond traditional asset management to help you enhance your financial, emotional, and spiritual prosperity. By providing full-service guidance within one building, we simplify the complexities of your journey so you can focus on the legacy you wish to leave.
Bill Rowe
Investment Advisor Representative
Bill.Rowe@CovenantPlanning.com
Bill earned a bachelor’s degree in business from Wright State University. Early in his career, Bill worked at one of the “Gold Standard” Financial Services Institutions. With that experience, he knew he could do a...
Cameron Bernadsky, CFP®, CKA®, AIF®, PPC®
Investment Advisor Representative
Cameron.Bernadsky@CovenantPlanning.com
With extensive industry knowledge mixed with years of experience in the corporate sector, Cameron brings a wealth of experience to the critical life event of Retirement Planning. His simple approach takes complicated topics and makes...
Max Bernadsky
Independent Insurance Agent / Junior Associate
Max.Bernadsky@CovenantPlanning.com
Max will be graduating from Miami University (Ohio) with a degree in Small Business Administration. He is currently helping people make sense of their annual Medicare choices along with fielding questions throughout the year on...
Janae Corbett
Executive Administrative Assistant
Janae.Corbett@CovenantPlanning.com
Janae Corbett is an accomplished administrative assistant known for her meticulous attention to detail and passion for working with people. With a bachelor's degree in psychology and a masters degree in criminal justice from Wright...