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Plymouth, MN
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Meet Our Team
Sort by Roles
All Staff
Financial Advisors
Operations
Paraplanners
Tax Professionals
Corporate Accounting
Sort by Locations
All Locations
Plymouth, MN
Minnetonka, MN
Monticello, MN
Bloomington, MN
Burlington, VT
Sun City West, AZ
Scottsdale, AZ
Springfield, IL
Monticello, MN
Portland, ME
Acacia King
Paraplanner/Trader
P:
763-999-5611
E:
acacia@bergerfinancial.com
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Adam Bjorklund
Financial Advisor
P:
763-999-5594
E:
bjorklund@bergerfinancial.com
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Adam Schoepke
Paraplanner/Trader
P:
763-999-5591
E:
adam@bergerfinancial.com
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Alana Dittes
Human Resources Director
P:
763-340-2971
E:
alana@bergerfinancial.com
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Amanda Bracklein
Paraplanner
P:
763-340-2979
E:
amanda@bergerfinancial.com
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Amy Fracaro-Choate CRC
®
, CDFA
®
Financial Advisor
P:
802-662-1606
E:
amy@bergerfinancial.com
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Andrea Horsch
Corporate Accounting Associate
P:
763-999-5589
E:
andrea@bergerfinancial.com
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Andrew Gillund, CPA, MBT
Director of Tax
P:
763-999-5603
E:
andy@bergerfinancial.com
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Angela Erickson, CFP
®
, EA
Financial Advisor
P:
763-999-5588
E:
angela@bergerfinancial.com
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Anthony Reynolds
VP of Operations
P:
763-999-5593
E:
anthony@bergerfinancial.com
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April Bortscheller, CFP
®
President, Chief Operating Officer
P:
763-999-5575
E:
april@bergerfinancial.com
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Aubrey Trahan
Client Services Associate
P:
(602) 726-3675
E:
atrahan@bergerfinancial.com
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Barb Jennings
Sun City West Receptionist
P:
623-825-3173
E:
bjennings@bergerfinancial.com
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Becky LaBerge
HQ Office Administrator
P:
763-746-2666
E:
becky@bergerfinancial.com
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Bill Wixon,
CFP
®
, AWMA
®
, ChFC
®
, MBA
Financial Advisor
P:
763-557-6080
E:
bill@bergerfinancial.com
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Blaine Conklin, CFA
®
Chief Investment Officer
P:
763-999-5583
E:
blaine@bergerfinancial.com
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Blake Paurus
Client Services Associate
P:
763-340-2976
E:
bpaurus@bergerfinancial.com
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Bob Smrekar, CFP
®
, AIF
®
Financial Advisor
P:
763-999-5590
E:
bob@bergerfinancial.com
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Carter Morrissette, CMT
®
Portfolio Analyst
P:
763-340-2970
E:
carter@bergerfinancial.com
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Chris Parker
Paraplanner
P:
217-698-4844
E:
christina@bergerfinancial.com
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Collin Lehman, CPA
Tax Advisor
P:
763-999-5605
E:
collin@bergerfinancial.com
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Dale Tondryk
Financial Advisor
P:
952-401-1671
E:
dale@tondrykfinancial.com
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Daniel Samson
Paraplanner
P:
802-662-1602
E:
dsamson@bergerfinancial.com
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David Herbeck,
ChFC
®
, CPA/PFS - Retired
Financial Advisor
P:
763-999-5599
E:
dave@bergerfinancial.com
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Dora-Elvia Velazquez
Paraplanner
P:
602-584-9798
E:
dora@bergerfinancial.com
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Emily Knudson
Operations Director
P:
763-999-5574
E:
emily@bergerfinancial.com
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Eric Hansen, CRPC
™
Financial Advisor
P:
763-999-5587
E:
ehansen@bergerfinancial.com
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Eric Kautzman, RICP
®
Financial Advisor
P:
763-999-5601
E:
ekautzman@bergerfinancial.com
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Haley Newhouse
Paraplanner
P:
763-999-5592
E:
hnewhouse@bergerfinancial.com
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Jack Waletich, CPA/PFS, MAcc, CFP
®
Tax & Financial Advisor
P:
763-999-5586
E:
jwaletich@bergerfinancial.com
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Jenna Kealy
Marketing Director
P:
763-999-5580
E:
jenna@bergerfinancial.com
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Jordan Terzakos, EA
Tax Advisor
P:
480-473-4650
E:
jterzakos@bergerfinancial.com
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Justin West
IT Director
P:
763-340-2972
E:
justin@bergerfinancialgroup.com
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Kelly Kirscht
Client Services Associate/Minnetonka Office Administrator
P:
952-401-1671
E:
kelly@tondrykfinancial.com
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Keri Port
Executive Paraplanner
P:
763-999-5573
E:
kport@bergerfinancial.com
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Kim Turner
Office Administrator
P:
217-698-4844
E:
kturner@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
Executive Paraplanner/Servicing Advisor
P:
763-999-5578
E:
krista@bergerfinancial.com
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Kristi Sanz, CRPC
™
VP of Practice Development
P:
763-999-5595
E:
kristi@bergerfinancial.com
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Larry Berger,
CFP
®
, CPA/PFS - Retired
Financial Advisor
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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Lisa Russell
Paraplanner
P:
802-662-1611
E:
lrussell@bergerfinancial.com
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Lucas Auger, MSPFP, CFP
®
Director of Client Services
P:
763-999-5582
E:
lucas@bergerfinancial.com
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Mark Berger, CFP
®
, EA
Principal, CCO
P:
763-999-5600
E:
mark@bergerfinancial.com
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Mary Munkvold
Executive Paraplanner
P:
763-999-5597
E:
marym@bergerfinancial.com
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Mary Panchyshyn
Tax Administrator
P:
763-999-5606
E:
maryp@bergerfinancial.com
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Matthew Gibbs, CFP
®
, MBA
Associate Financial Advisor
P:
802-662-1553
E:
Mgibbs@bergerfinancial.com
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Melissa Piconi
Financial Advisor
P:
602-726-0032
E:
mlatifi@bergerfinancial.com
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Mike Toay
Financial Advisor
P:
952-715-6801
E:
miketoay@bergerfinancial.com
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Miles Holbrook, EA
Tax Advisor
P:
802-662-1612
E:
miles@bergerfinancial.com
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Morgan Stone Padget, CFP
®
Financial Advisor
P:
217-698-4844
E:
morgan@bergerfinancial.com
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Nic Gordon, MS, CFP
®
, MPAS
™
Financial Advisor
P:
217-535-4949
E:
nic@bergerfinancial.com
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Nick Albert, EA
Arizona Office Manager
P:
602-584-9796
E:
nalbert@bergerfinancial.com
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Nick Asmus
Chief Executive Officer
P:
763-999-5585
E:
nick@bergerfinancial.com
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Patrick Noll, CPA
Chief Financial Officer
P:
763-999-5602
E:
patrick@bergerfinancial.com
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Paul Klinges
Financial Advisor
P:
207-775-1151
E:
pklinges@bergerfinancial.com
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Rachel LaRue
Scottsdale Receptionist
P:
480-473-4619
E:
rachel.larue@bergerfinancial.com
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Rachel Meyer
Financial Advisor
P:
763-999-5607
E:
rachel@bergerfinancial.com
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Rebecca Fetterman, CFP
®
Financial Advisor
P:
802-662-0005
E:
rfetterman@bergerfinancial.com
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Rebecca Lantzer
Financial Advisor
P:
952-888-7509
E:
rebecca@indfinco.com
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Rik Stone, CFP
®
Regional Director, Financial Advisor
P:
217-698-4844
E:
rik@bergerfinancial.com
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Ryan Kompelien, CFP
®
Financial Advisor
P:
763-999-5579
E:
ryan@bergerfinancial.com
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Sam Pirozzolo
Specialized Planning Associate
P:
763-999-5609
E:
spirozzolo@bergerfinancial.com
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Steve Klane, CPA/PFS, MPA
Financial Advisor
E:
sklane@bergerfinancial.com
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Seth Wagner
Financial Advisor
P:
763-999-5581
E:
seth@bergerfinancial.com
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Tony Mattson
Tax Analyst
P:
763-340-2978
E:
tmattson@bergerfinancial.com
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Troy Ray
Financial Advisor
P:
602-584-3023
E:
troy@bergerfinancial.com
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Zach Shelby
Client Services Associate
P:
763-340-2974
E:
zshelby@bergerfinancial.com
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