My Team

As a Wealth Management Advisor, David Bernard utilizes his team's expert advice and exemplary knowledge in a wide range of topics related to insurance and investments in order to serve his clients. Together, they are committed to providing every client with first class service.

Brian Broaddus

Brian Broaddus, CFP®, CLU®, ChFC®, RICP®

Associate Wealth Management Advisor
Office 505-872-7829

Brian Broaddus has been a part of the Northwestern Mutual family since 2006.  He worked as the Director of Operations and was the Chief Financial Officer for the southwest territory of Northwestern Mutual for over 8 years.

He joined David’s team as an Associate Wealth Management Advisor in 2015.  Brian is fully licensed for all insurance and security products.  He works with David to ensure excellent client relations in both the risk management and wealth accumulation areas of his practice.

Brian received a B.A. from Whitworth University in Spokane, Washington where he majored in Sociology.  Prior to joining Northwestern Mutual, he worked in both immigration law and property/casualty insurance.

Brian is married to Tiffany and they have two sons, Elliott and Colin.  In his free time, he enjoys spending time with his family, hiking, biking and golf.  Brian is a private pilot and enjoys all aviation related activities.

Matt Callahan

Matt Callahan, CFP®, ChFC®

Associate Wealth Management Advisor
Office 505-880-9600

Matt Callahan joined David Bernard in 2015.  Matt was a Financial Representative with Northwestern Mutual before leaving to work for Thornburg Investment Management, but came back to Northwestern to be part of this team.

Matt works with David to ensure excellent client service in wealth accumulation areas of his practice. He holds his insurance licenses, Series 6, 7, 63, and 65 investment licenses.

Matt graduated from the University of New Mexico with a Bachelors of Business Administration with a concentration in Finance.

Matt is an avid golfer, travels and spends his spare time with his family and friends.



David W Bernard, CFP®, CLU®, ChFC®, LUTCF®

Wealth Management Advisor


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