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All Staff
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Amy Fracaro-Choate, CRC
Financial Advisor
P:
802-658-4040
E:
afchoate@bellwealth.com
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Andrea Horsch
Office Administrator
P:
763-999-5589
E:
andrea@bergerfinancial.com
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Andrew Gillund, CPA, MBT
Tax Advisor
P:
763-999-5603
E:
andy@bergerfinancial.com
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Financial Advisor
P:
763-999-5588
E:
angela@bergerfinancial.com
Angela Erickson, CFP®
,
EA
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Anthony Reynolds
Business Strategy Director
P:
763-999-5593
E:
anthony@bergerfinancial.com
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April Bortscheller, CFP®
Financial Advisor, VP of Operations
P:
763-999-5575
E:
april@bergerfinancial.com
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Blaine Conklin, CFA®
Chief Investment Officer
P:
763-999-5583
E:
blaine@bergerfinancial.com
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Bob Smrekar, CFP®, AIF®
Financial Advisor
P:
763-999-5590
E:
bob@bergerfinancial.com
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Breanna Dupras
Financial Services Assistant
P:
802-662-1604
E:
breanna@bellwealth.com
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Brian Ellis
Operations Manager
P:
763-999-5586
E:
brian@bergerfinancial.com
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Christine Thomas, CFP®, CPA, MBA
Financial Advisor
P:
763-999-5584
E:
christine@bergerfinancial.com
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Collin Lehman, CPA
Tax Advisor
P:
763-999-5605
E:
collin@bergerfinancial.com
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David J. Herbeck, CPA/PFS, ChFC®
Financial Advisor
P:
763-999-5599
E:
dave@bergerfinancial.com
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Deb Herbeck
Financial Services Assistant
P:
763-999-5598
E:
deb@bergerfinancial.com
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Derek Reque
Paraplanner
P:
763-999-5610
E:
derek@bergerfinancial.com
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Emily Knudson
Paraplanner
P:
763-999-5574
E:
emily@bergerfinancial.com
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Haley Hoskin
Paraplanner
P:
763-999-5592
E:
hhoskin@bergerfinancial.com
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Jackie Flahaven, CFP®
Financial Advisor
P:
763-999-5577
E:
jackie@bergerfinancial.com
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Jenna Bloom
Operations Associate
P:
763-746-2666
E:
jenna@bergerfinancial.com
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Katie Nelson
Paraplanner
P:
763-999-5687
E:
katie@bergerfinancial.com
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Keri Port
Director of Operations, Paraplanner
P:
763-999-5573
E:
kport@bergerfinancial.com
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Kim Lillehaug, CPA/PFS, CFP®
Financial Advisor
P:
763-295-0442
E:
kim@bergerfinancialgroup.com
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Krista Masera
Paraplanner
P:
763-999-5678
E:
krista@bergerfinancial.com
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Kristi Sanz, CRPC®
Financial Advisor, Business Development Director
P:
763-999-5595
E:
kristi@bergerfinancial.com
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Larry Berger, CPA/PFS CFP®
Financial Advisor, Chairman
P:
763-746-2666
E:
larry@bergerfinancial.com
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Lisa Russell
Paraplanner
P:
802-658-4040
E:
lrussell@bergerfinancial.com
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Lorraine Craig, CFP®,
MBA In Financial Planning
Financial Advisor
P:
763-432-3988
E:
lorri@bergerfinancial.com
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Lucas Auger, CFP®
Paraplanner
P:
802-662-1602
E:
lucas@bellwealth.com
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Mark Berger, CFP®, EA
Financial Advisor, Principal
P:
763-999-5600
E:
mark@bergerfinancial.com
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Mary Munkvold
Paraplanner
P:
763-999-5597
E:
marym@bergerfinancial.com
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Mary Panchyshyn
Tax Administrator
P:
763-999-5606
E:
E:
maryp@bergerfinancial.com
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Mike Welf
Paraplanner
P:
763-999-5591
E:
mwelf@bergerfinancial.com
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Nick Asmus
Financial Advisor, President
P:
763-999-5585
E:
nick@bergerfinancial.com
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Patrick Noll, CPA
Tax Manager
P:
763-999-5602
E:
patrick@bergerfinancial.com
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Rachel Meyer
Financial Advisor
P:
763-999-5607
E:
rachel@bergerfinancial.com
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Ryan Kompelien, CFP®
Financial Advisor
P:
763-999-5579
E:
ryan@bergerfinancial.com
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Seth Wagner
Financial Advisor
P:
763-999-5581
E:
seth@bergerfinancial.com
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Tony Mattson
Corporate Accountant/ Tax Associate
P:
763-999-5582
E:
tony@bergerfinancial.com
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Tyson Pettitt
Managing Director, Financial Advisor
P:
802-658-4040
E:
tyson@bergerfinancial.com
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Victoria Canoun
Tax Associate
P:
763-999-5604
E:
victoria@bergerfinancial.com