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Financial Advisors
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Amy Fracaro-Choate, CRC
Financial Advisor
P:
802-658-4040
E:
afchoate@bellwealth.com
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Angela Erickson, CFP®, EA
Financial Advisor
P:
763-999-5588
E:
angela@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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Bob Smrekar, CFP®, AIF®
Financial Advisor
P:
763-999-5590
E:
bob@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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David J. Herbeck, CPA/PFS, ChFC®
Financial Advisor
P:
763-999-5599
E:
dave@bergerfinancial.com
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Jackie Flahaven, CFP®
Financial Advisor
P:
763-999-5577
E:
jackie@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
Servicing Advisor
P:
763-999-5578
E:
krista@bergerfinancial.com
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Melissa Meyer, RFC®, EA
Financial Advisor
P:
623-825-3173
E:
mmeyer
@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 Greely
Financial Advisor
P:
952-888-7509
E:
lisa@indfinco.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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Mark Berger, CFP®, EA
Financial Advisor, Principal
P:
763-999-5600
E:
mark@bergerfinancial.com
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Nick Asmus
Chief Executive Officer
P:
763-999-5585
E:
nick@bergerfinancial.com
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Rachel Meyer
Financial Advisor
P:
763-999-5607
E:
rachel@bergerfinancial.com
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Rebecca Lantzer
Financial Advisor
P:
952-888-7509
E:
rebecca@indfinco.com
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Rebecca Fetterman, CFP®
Associate Financial Advisor
P:
802-662-0005
E:
rfetterman@bellwealth.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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Kristi Sanz, CRPC®
Financial Advisor, Business Development Director
P:
763-999-5595
E:
kristi@bergerfinancial.com
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Troy Ray
Financial Advisor
P:
602-584-2023
E:
troy@bergerfinancial.com
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Tyson Pettitt
Managing Director, Financial Advisor
P:
802-658-4040
E:
tyson@bergerfinancial.com