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Financial Advisors

Amy Fracaro-Choate, CRC

Financial Advisor

P:  802-662-1606
E: afchoate@bellwealth.com

Angela Erickson, CFP®, EA

Financial Advisor

P: 763-999-5588

E: angela@bergerfinancial.com

April Bortscheller, CFP®

President, Chief Operating Officer

P: 763-999-5575

E: april@bergerfinancial.com

Bob Smrekar, CFP®, AIF®

Financial Advisor

P: 763-999-5590

E: bob@bergerfinancial.com

Christine Thomas, CFP®, CPA, MBA

Financial Advisor

P: 763-999-5584

E: christine@bergerfinancial.com

David J. Herbeck, CPA/PFS, ChFC®

Financial Advisor

P: 763-999-5599

E: dave@bergerfinancial.com

Eric Kautzman, RICP®

Financial Advisor

P: 763-999-5601
E: ekautzman@bergerfinancial.com

Jackie Flahaven, CFP®

Financial Advisor

P: 763-999-5577

E: jackie@bergerfinancial.com

Kim Lillehaug, CPA/PFS, CFP®

Financial Advisor

P: 763-295-0442

E: kim@bergerfinancialgroup.com

Krista Masera

Servicing Advisor

P: 763-999-5578
E: krista@bergerfinancial.com

Larry Berger, CPA/PFS, (Retired) CFP®

Financial Advisor, Chairman

P: 763-746-2666

E: larry@bergerfinancial.com

Kristi Sanz, CRPC®

VP of Practice Development

P: 763-999-5595

E: kristi@bergerfinancial.com

Lisa Greely

Financial Advisor

P: 952-888-7509
E: lisa@indfinco.com

Lorraine Craig, CFP®,

MBA In Financial Planning

Financial Advisor

P: 763-432-3988

E: lorri@bergerfinancial.com

Mark Berger, CFP®, EA

Principal, CCO

P: 763-999-5600

E: mark@bergerfinancial.com

Melissa Latifi

Financial Advisor

P: 602-726-0032
E: mlatifi@bergerfinancial.com

Nick Albert, EA

Tax & Financial Advisor

P: 602-584-9796
E: nalbert@bergerfinancial.com

Nick Asmus

Chief Executive Officer

P: 763-999-5585

E: nick@bergerfinancial.com

Rachel Meyer

Financial Advisor

P: 763-999-5607

E: rachel@bergerfinancial.com

Rebecca Lantzer

Financial Advisor

P: 952-888-7509
E: rebecca@indfinco.com

Rebecca Fetterman, CFP®

Financial Advisor

P: 802-662-0005
E: rfetterman@bellwealth.com

Ryan Kompelien, CFP®

Financial Advisor

P: 763-999-5579

E: ryan@bergerfinancial.com

Seth Wagner

Financial Advisor

P: 763-999-5581

E: seth@bergerfinancial.com

Troy Ray

Financial Advisor

P: 602-584-3023
E: troy@bergerfinancial.com

Tyson Pettitt

VP of Mergers & Acquisitions

P: 802-923-3019
E: tyson@bergerfinancial.com

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