Meet Our Team

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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

Aballa Ojullu
Tax Analyst
 

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

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Acacia King
Executive Paraplanner
 

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
Associate Financial Advisor
 

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

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Alana Dittes, SHRM-CP
Human Resources Director
 

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

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Amanda Bracklein
Financial Advisor
 

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

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Amy Fracaro-Choate, CRC^®, CDFA^®
Business Development Manager - New England, 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 Garland
Vice President of Retail Retirement
 

P: 763-452-2261 E: agarland@bergerfinancialgroup.com

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Andrew Gillund, CPA, MBT
Director of Tax
 

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

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Andrew Wixon, CFP^®
Financial Advisor
 

P: 952-444-6353
E: andrew@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
Chief Strategy Officer
 

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: 763-543-1819
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
Centralized Team Lead
 

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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Charlie Huskisson
Specialized Planning Associate
 

P: 763-340-2973
E: charlie@bergerfinancialgroup.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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Dom Zahner
Client Services Associate
 

P: 763-452-2258
E: dzahner@bergerfinancialgroup.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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Hannah Schlosser
Operations Associate
 

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

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Jenna Kealy
Marketing Director
 

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

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Joe Troszak
Client Services Associate
 

P: 763-452-2259
E: jtroszak@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
 

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

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Kristi Sanz, CRPC^™
Chief Growth Officer
 

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

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Kristin Anderson, CPA
Paraplanner
 

P: 802-662-1583
E: kanderson@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
Client Services Associate
 

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
Financial Advisor
 

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

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Melissa Piconi
Financial Advisor
 

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

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Michael Shelstad
Client Services Associate
 

P: 763-452-2262
E: mshelstad@bergerfinancialgroup.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, Tax Advisor
 

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

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Paul Erickson, EA
Tax Advisor
 

P: 763-340-2977
E: perickson@bergerfinancial.com

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Paul Klinges
Financial Advisor
 

P: 207-775-1151
E: pklinges@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^®
Vermont Office Manager, 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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Renata Krieger
Specialized Planning Associate
 

P: 763-340-2975
E: renata@bergerfinancialgroup.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
Associate Financial Advisor
 

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

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Seth Wagner
Financial Advisor
 

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

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Steve Klane, CPA/PFS, MPA
Financial Advisor
 

P: 763-762-3195
E: sklane@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
Associate Financial Advisor
 

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

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