Meet Our Team

Acacia King

Paraplanner/Trader

P:

763-999-5611

E:

acacia@bergerfinancial.com

Alana Dittes

Human Resources Generalist

P:

763-340-2971

E:

alana@bergerfinancial.com

Andrew Gillund, CPA, MBT

Director of Tax

P:

763-999-5603

E:

andy@bergerfinancial.com

April Bortscheller, CFP®

President, Chief Operating Officer

P:

763-999-5575

E:

april@bergerfinancial.com

Blaine Conklin, CFA®

Chief Investment Officer

P:

763-999-5583

E:

blaine@bergerfinancial.com

Collin Lehman, CPA

Tax Advisor

P:

763-999-5605

E:

collin@bergerfinancial.com

Dan Williams

Vice President of Recruiting

P:

763-645-9952

E:

dan@bergerfinancial.com

Deb Herbeck

Financial Services Assistant

P:

763-999-5598

E:

deb@bergerfinancial.com

Emily Knudson

Operations Director

P:

763-999-5574

E:

emily@bergerfinancial.com

Haley Newhouse

Financial Services Associate

P:

763-999-5592

E:

hnewhouse@bergerfinancial.com

Jenna Kealy

Marketing Coordinator

P:

763-999-5580

E:

jenna@bergerfinancial.com

Kim Lillehaug, CPA/PFS, CFP®

Financial Advisor

P:

763-295-0442

E:

kim@bergerfinancialgroup.com

Larry Berger, CFP®, CPA/PFS - Retired

Financial Advisor, Chairman

P:

763-746-2666

E:

larry@bergerfinancial.com

Lorraine Craig, CFP®, MBA

Financial Advisor, MBA in FInancial Planning

P:

763-432-3988

E:

lorri@bergerfinancial.com

Mark Berger, CFP®, EA

Principal, CCO

P:

763-999-5600

E:

mark@bergerfinancial.com

Matthew Gibbs, CFP®, MBA

Associate Financial Advisor

P:

802-662-1553

E:

Mgibbs@bergerfinancial.com

Nick Albert, EA

Arizona Office Manager

P:

602-584-9796

E:

nalbert@bergerfinancial.com

Patrick Noll, CPA

Chief Financial Officer

P:

763-999-5602

E:

patrick@bergerfinancial.com

Rebecca Fetterman, CFP®

Financial Advisor

P:

802-662-0005

E:

rfetterman@bergerfinancial.com

Seth Wagner

Financial Advisor

P:

763-999-5581

E:

seth@bergerfinancial.com

Adam Bjorklund

Financial Advisor

P:

763-999-5594

E:

bjorklund@bergerfinancial.com

Amy Fracaro-Choate CRC®, CDFA®

Financial Advisor

P:

802-662-1606

E:

amy@bergerfinancial.com

Angela Erickson, CFP®, EA

Financial Advisor

P:

763-999-5588

E:

angela@bergerfinancial.com

Aubrey Trahan

Sun City West Receptionist

P:

623-825-3173

E:

atrahan@bergerfinancial.com

Bob Smrekar, CFP®, AIF®

Financial Advisor

P:

763-999-5590

E:

bob@bergerfinancial.com

Dale Tondryk

Financial Advisor

P:

952-401-1671

E:

dale@tondrykfinancial.com

Daniel Samson

Paraplanner

P:

802-662-1602

E:

dsamson@bergerfinancial.com

Dora-Elvia Velazquez

Paraplanner

P:

602-584-9798

E:

dora@bergerfinancial.com

Eric Hansen

Financial Advisor

P:

763-999-5587

E:

ehansen@bergerfinancial.com

Jack Waletich, CPA

Tax Advisor

P:

763-999-5586

E:

jwaletich@bergerfinancial.com

Kelly Kirscht

Client Services Associate/Minnetonka Office Administrator

P:

952-401-1671

E:

kelly@tondrykfinancial.com

Krista Masera

Executive Paraplanner/Servicing Advisor

P:

763-999-5578

E:

krista@bergerfinancial.com

Lisa Greely

Financial Advisor

P:

952-888-7509

E:

lisa@indfinco.com

Lucas Auger, MSPFP, CFP®

Director of Client Services

P:

763-999-5582

E:

lucas@bergerfinancial.com

Mary Munkvold

Executive Paraplanner

P:

763-999-5597

E:

marym@bergerfinancial.com

Melissa Latifi

Financial Advisor

P:

602-726-0032

E:

mlatifi@bergerfinancial.com

Nick Asmus

Chief Executive Officer

P:

763-999-5585

E:

nick@bergerfinancial.com

Paul Klinges

Financial Advisor

P:

207-775-1151

E:

pklinges@bergerfinancial.com

Rebecca Lantzer

Financial Advisor

P:

952-888-7509

E:

rebecca@indfinco.com

Troy Ray

Financial Advisor

P:

602-584-3023

E:

troy@bergerfinancial.com

Adam Schoepke

Paraplanner/Trader

P:

763-999-5591

E:

adam@bergerfinancial.com

Andrea Horsch

Paraplanner and AP/AR Clerk

P:

763-999-5589

E:

andrea@bergerfinancial.com

Anthony Reynolds

VP of Operations

P:

763-999-5593

E:

anthony@bergerfinancial.com

Becky LaBerge

HQ Office Administrator

P:

763-746-2666

E:

becky@bergerfinancial.com

Carson Wooters

Client Services Associate

P:

602-584-4182

E:

cwooters@bergerfinancial.com

Dan Lundgren

Tax Analyst

P:

(763) 999-5604

E:

dlundgren@bergerfinancial.com

David Herbeck, ChFC®, CPA/PFS - Retired

Financial Advisor

P:

763-999-5599

E:

dave@bergerfinancial.com

Ellen Manders

Tax Associate

P:

602-726-3753

E:

emanders@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

Keri Port

Executive Paraplanner

P:

763-999-5573

E:

kport@bergerfinancial.com

Kristi Sanz, CRPC®

VP of Practice Development

P:

763-999-5595

E:

kristi@bergerfinancial.com

Lisa Russell

Paraplanner

P:

802-662-1611

E:

lrussell@bergerfinancial.com

Luke Kyostia

Client Services Associate

P:

763-999-5610

E:

lkyostia@bergerfinancial.com

Mary Panchyshyn

Tax Administrator

P:

763-999-5606

E:

maryp@bergerfinancial.com

Miles Holbrook, EA

Tax Advisor

P:

802-662-1612

E:

miles@bergerfinancial.com

Nicole Morris

Receptionist at Scottsdale

P:

480 473-4619

E:

nmorris@bergerfinancial.com

Rachel Meyer

Financial Advisor

P:

763-999-5607

E:

rachel@bergerfinancial.com

Ryan Kompelien, CFP®

Financial Advisor

P:

763-999-5579

E:

ryan@bergerfinancial.com

Tyson Pettitt

VP of Mergers & Acquisitions

P:

802-923-3019

E:

tyson@bergerfinancial.com