All Staff

Amy Fracaro-Choate, CRC

Financial Advisor

802-658-4040

802-862-4789

Andrea Horsch

Paraplanner

(763) 999-5589

andrea@bergerfinancial.com

Andrew Gillund, CPA, MBT

Tax Advisor

(763) 999-5603

andy@bergerfinancial.com

Angela Erickson, CFP^®, EA

Financial Advisor

(763) 999-5588

angela@bergerfinancial.com

Anthony Reynolds

Marketing and Communications Specialist

(763) 999-5593

anthony@bergerfinancial.com

April Bortscheller, CFP^®

Financial Advisor, VP of Operations

(763) 999-5575

april@bergerfinancial.com

Blaine Conklin, CFA^®

Chief Investment Officer

(763) 999-5583

blaine@bergerfinancial.com

Bob Smrekar, CFP^®, AIF^®

Financial Advisor

(763) 999-5590

bob@bergerfinancial.com

Breanna Dupras

Financial Services Assistant

802-662-1604

breanna@bellwealth.com

Brian Ellis

Operations Manager

(763) 999-5586

brian@bergerfinancial.com

Christine Thomas, CFP^®, CPA, MBA

Financial Advisor

(763) 999-5584

christine@bergerfinancial.com

Collin Lehman, CPA

Tax Advisor

(763) 999-5605

collin@bergerfinancial.com

Connie Dunn

Administrative Assistant - Naples Office

(239) 593-6598

Dan Dunn, CLU, CFP^®

President - Naples Office

(239) 593-6598

djdunn@dunnsfinancial.com

David J. Herbeck, CPA/PFS, ChFC^®

Financial Advisor

(763) 999-5599

dave@bergerfinancial.com

Dean T. Jacobson, CPA

Independent Tax Accountant

(763) 208-1363

dean@bergerfinancial.com

Deb Herbeck

Financial Services Assistant

(763) 999-5598

deb@bergerfinancial.com

Emily Knudson

Associate Advisor

(763) 746-2666 ext. 230

emily@bergerfinancial.com

Haley Hoskin

Paraplanner

(763) 999-5592

hhoskin@bergerfinancial.com

Jackie Flahaven, CFP^®

Financial Advisor

(763) 999-5577

jackie@bergerfinancial.com

Jenna Bloom

Office Administrator

(763) 746-2666

jenna@bergerfinancial.com

Keri Port

Director of Operations, Paraplanner

(763) 999-5573

kport@bergerfinancial.com

Keri Palmer

Compliance Associate

(763) 999-5576

keri@bergerfinancial.com

Kevin Gorski

Vice President/Director of Ops - Naples Office

(239) 593-6598

kgorski@dunnsfinancial.com

Krista Masera

Paraplanner

(763) 999-5578

krista@bergerfinancial.com

Kristi Sanz, CRPC^®

Financial Advisor, Business Development Director

(763) 999-5595

kristi@bergerfinancial.com

Larry Berger, CPA/PFS, CFP^®

Financial Advisor, Chairman

(763) 746-2666

larry@bergerfinancial.com

Lisa Russell

Paraplanner

802-658-4040

lrussell@bergerfinancial.com

Lorraine Craig, CFP^®, MBA in Financial Planning

Financial Advisor

(763) 432-3988

lorri@bergerfinancial.com

Lucas Auger

Paraplanner

802-662-1602

lucas@bellwealth.com

Mark Berger, CFP^®, EA

Financial Advisor, Principal

(763) 999-5600

mark@bergerfinancial.com

Mary Munkvold

Paraplanner

(763) 999-5597

marym@bergerfinancial.com

Mary Panchyshyn

Tax Administrator

763-999-5606

maryp@bergerfinancial.com

Megan Barrett

Financial Services Assistant

7639995594

megan@bergerfinancial.com

Mike Welf

Paraplanner

(763) 999-5591

mwelf@bergerfinancial.com

Neal Gosman

Consulting Paralegal- Estate Planning Services

(763) 999-5596

neal@bergerfinancial.com

Nick Asmus, President

Financial Advisor, President

(763) 999-5585

nick@bergerfinancial.com

Patrick Noll, CPA

Tax Manager

(763) 999-5602

patrick@bergerfinancial.com

Peggy Meyer

Paraplanner

(763) 999-5601

peggy@bergerfinancial.com

Philip Spillane

Principal - Vermont Office

802-658-4040

802-862-4789

Rachel Meyer

Financial Advisor

(763) 999-5607

rachel@bergerfinancial.com

Ryan Kompelien

Associate Advisor

(763) 999-5579

ryan@bergerfinancial.com

Seth Wagner

Financial Advisor

(763) 999-5581

seth@bergerfinancial.com

Tony Mattson

Corporate Accountant/ Tax Associate

(763) 999-5582

tony@bergerfinancial.com

Tyson Pettitt

Managing Director, Financial Advisor

802-658-4040

tyson@bergerfinancial.com

Victoria Canoun

Tax Associate

(763) 999-5604

victoria@bergerfinancial.com