Meet Our Team

Meet Our Team

Aballa Ojullu Image

Aballa Ojullu
Tax Analyst

P: 763-557-6080
E: aballa.ojullu@bergerfinancial.com

Read More

Acacia King
Paraplanner/Trader

P: 763-999-5611 E: acacia@bergerfinancial.com

Read More

Adam Bjorklund
Financial Advisor

P: 763-999-5594 E: bjorklund@bergerfinancial.com

Read More

Adam Schoepke - Paraplanner

Adam Schoepke
Associate Advisor

P: 763-999-5591 E: adam@bergerfinancial.com

Read More

Alana Dittes, SHRM-CP
Human Resources Director

P: 763-340-2971 E: alana@bergerfinancial.com

Read More

Amanda Bracklein
Financial Advisor

P: 763-340-2979
E: amanda@bergerfinancial.com

Read More

Amy-Fracaro-Choate-CRC®-CDFA®

Amy Fracaro-Choate, CRC^®, CDFA^®
Business Development Manager - New England, Financial Advisor

P: 802-662-1606 E: amy@bergerfinancial.com

Read More

Andrea Horsch, Paraplanner and AP/AR Clerk

Andrea Horsch
Corporate Accounting Associate

P: 763-999-5589 E: andrea@bergerfinancial.com

Read More

Andrew-Gillund-CPA-MBT-Dir-of-Tax

Andrew Gillund, CPA, MBT
Director of Tax

P: 763-999-5603 E: andy@bergerfinancial.com

Read More

Andrew Wixon Image

Andrew Wixon, CFP^®
Financial Advisor

P: 952-444-6353
E: andrew@bergerfinancial.com

Read More

Angela Erickson - FA

Angela Erickson, CFP^®, EA
Financial Advisor

P: 763-999-5588 E: angela@bergerfinancial.com

Read More

Anthony-Reynolds

Anthony Reynolds
Chief Strategy Officer

P: 763-999-5593 E: anthony@bergerfinancial.com

Read More

April-Bortscheller-CFP®

April Bortscheller, CFP^®
President, Chief Operating Officer

P: 763-999-5575 E: april@bergerfinancial.com

Read More

Aubrey Trahan
Client Services Associate

P: (602) 726-3675 E: atrahan@bergerfinancial.com

Read More

Barb Jennings Sun City West Receptionist

Barb Jennings
Sun City West Receptionist

P: 623-825-3173 E: bjennings@bergerfinancial.com

Read More

Becky LaBerge
HQ Office Administrator

P: 763-746-2666 E: becky@bergerfinancial.com

Read More

Bill Wixon Image

Bill Wixon, CFP^®, AWMA^®, ChFC^®, MBA
Financial Advisor

P: 763-543-1819
E: bill@bergerfinancial.com

Read More

Blaine Conklin, CFA^®
Chief Investment Officer

P: 763-999-5583
E: blaine@bergerfinancial.com

Read More

Blake Paurus Client Services Associate

Blake Paurus
Specialized Planning Associate

P: 763-340-2976
E: bpaurus@bergerfinancial.com

Read More

Bob Smrekar - FA

Bob Smrekar, CFP^®, AIF^®
Financial Advisor

P: 763-999-5590 E: bob@bergerfinancial.com

Read More

Carter Morrissette, CMT^®
Portfolio Analyst

P: 763-340-2970 E: carter@bergerfinancial.com

Read More

Charlie Huskisson Image

Charlie Huskisson
Client Services Associate

P: 763-340-2973
E: charlie@bergerfinancialgroup.com

Read More

Chris Parker
Paraplanner

P: 217-698-4844
E: christina@bergerfinancial.com

Read More

Collin Lehman, CPA - TA

Collin Lehman, CPA
Tax Advisor

P: 763-999-5605
E: collin@bergerfinancial.com

Read More

Dale-Tondryk-FA

Dale Tondryk
Financial Advisor

P: 952-401-1671
E: dale@tondrykfinancial.com

Read More

Dora-Elvia-Velazquez

Dora-Elvia Velazquez
Paraplanner

P: 602-584-9798
E: dora@bergerfinancial.com

Read More

Emily Knudson
Operations Director

P: 763-999-5574
E: emily@bergerfinancial.com

Read More

Eric Hansen a Financial Advisor

Eric Hansen, CRPC^™
Financial Advisor

P: 763-999-5587
E: ehansen@bergerfinancial.com

Read More

Eric Kautzman, RICP^®
Financial Advisor

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

Read More

Haley Newhouse
Paraplanner

P: 763-999-5592
E: hnewhouse@bergerfinancial.com

Read More

Hannah Schlosser Image

Hannah Schlosser
Client Services Associate

P: 763-330-1180
E: hannah@bergerfinancialgroup.com

Read More

Jack-Waletich-CPA

Jack Waletich, CPA/PFS, MAcc, CFP^®
Tax & Financial Advisor

P: 763-999-5586
E: jwaletich@bergerfinancial.com

Read More

Jenna Kealy
Marketing Director

P: 763-999-5580
E: jenna@bergerfinancial.com

Read More

Jordan-Thumbnail

Jordan Terzakos, EA
Tax Advisor

P: 480-473-4650
E: jterzakos@bergerfinancial.com

Read More

Justin West IT Director

Justin West
IT Director

P: 763-340-2972
E: justin@bergerfinancialgroup.com

Read More

Kelly Kirscht, Client Services Associate/Minnetonka Office Administrator

Kelly Kirscht
Client Services Associate/Minnetonka Office Administrator

P: 952-401-1671
E: kelly@tondrykfinancial.com

Read More

Keri Port
Executive Paraplanner

P: 763-999-5573
E: kport@bergerfinancial.com

Read More

Kim Turner
Office Administrator

P: 217-698-4844
E: kturner@bergerfinancial.com

Read More

Kim Lillehaug, CPA/PFS, CFP^®
Financial Advisor

P: 763-295-0442
E: kim@bergerfinancialgroup.com

Read More

Krista Masera
Executive Paraplanner/Servicing Advisor

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

Read More

Kristi Sanz, CRPC^™
Chief Growth Officer

P: 763-999-5595
E: kristi@bergerfinancial.com

Read More

Larry Berger, CFP^®, CPA/PFS - Retired
Financial Advisor

P: 763-746-2666
E: larry@bergerfinancial.com

Read More

Lisa Greely a Financial Advisor

Lisa Greely
Financial Advisor

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

Read More

Lisa Russell a Paraplanner

Lisa Russell
Paraplanner

P: 802-662-1611
E: lrussell@bergerfinancial.com

Read More

Lucas Auger the Director of Client Services

Lucas Auger, MSPFP, CFP^®
Director of Client Services

P: 763-999-5582
E: lucas@bergerfinancial.com

Read More

Mark Berger a Principal, CCO

Mark Berger, CFP^®, EA
Principal, CCO

P: 763-999-5600
E: mark@bergerfinancial.com

Read More

Mary Munkvold
Executive Paraplanner

P: 763-999-5597
E: marym@bergerfinancial.com

Read More

Mary Panchyshyn

Mary Panchyshyn
Tax Administrator

P: 763-999-5606
E: maryp@bergerfinancial.com

Read More

Matthew Gibbs, CFP^®, MBA
Financial Advisor

P: 802-662-1553
E: Mgibbs@bergerfinancial.com

Read More

Melissa Piconi
Financial Advisor

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

Read More

Mike Toay Image

Mike Toay
Financial Advisor

P: 952-715-6801
E: miketoay@bergerfinancial.com

Read More

Miles Holbrook, EA
Tax Advisor

P: 802-662-1612
E: miles@bergerfinancial.com

Read More

Morgan Stone Padget, CFP^®
Financial Advisor

P: 217-698-4844
E: morgan@bergerfinancial.com

Read More

Nic Gordon, MS, CFP^®, MPAS^™
Financial Advisor

P: 217-535-4949
E: nic@bergerfinancial.com

Read More

All Rights Reserved. Use With Expressed Permission Only

Nick Albert, EA
Arizona Office Manager

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

Read More

Nick Asmus, Chief Executive Officer

Nick Asmus
Chief Executive Officer

P: 763-999-5585
E: nick@bergerfinancial.com

Read More

Patrick Noll, CPA
Chief Financial Officer

P: 763-999-5602
E: patrick@bergerfinancial.com

Read More

Paul Klinges
Financial Advisor

P: 207-775-1151
E: pklinges@bergerfinancial.com

Read More

Rachel-M-Web-Size-UPDATED

Rachel Meyer
Financial Advisor

P: 763-999-5607
E: rachel@bergerfinancial.com

Read More

Rebecca-Fetterman

Rebecca Fetterman, CFP^®
Financial Advisor, Vermont Office Manager

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

Read More

Rebecca Lantzer

Rebecca Lantzer
Financial Advisor

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

Read More

Renata Krieger Image

Renata Krieger
Client Services Associate

P: 763-340-2975
E: renata@bergerfinancialgroup.com

Read More

Rik Stone, CFP^®
Regional Director, Financial Advisor

P: 217-698-4844
E: rik@bergerfinancial.com

Read More

Ryan Kompelien a Financial Advisor

Ryan Kompelien, CFP^®
Financial Advisor

P: 763-999-5579
E: ryan@bergerfinancial.com

Read More

Sam Pirozzolo
Paraplanner

P: 763-999-5609
E: spirozzolo@bergerfinancial.com

Read More

Seth Wagner
Financial Advisor

P: 763-999-5581
E: seth@bergerfinancial.com

Read More

Steve Klane Image

Steve Klane, CPA/PFS, MPA
Financial Advisor

P: 763-762-3195
E: sklane@bergerfinancial.com

Read More

Tony Mattson
Tax Analyst

P: 763-340-2978
E: tmattson@bergerfinancial.com

Read More

Troy Ray
Financial Advisor

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

Read More

Zach Shelby Client Services Associate

Zach Shelby
Specialized Planning Associate

P: 763-340-2974
E: zshelby@bergerfinancial.com

Read More

Contact Us

Berger Financial Group

info@bergerfinancial.com

O: 763-746-2666

F: 763-746-2669

1695 Highway 169 N Plymouth, MN 55441

© 2025 Berger Financial Group

web services by: theguerrilla.agency