top of page
SERVICES
Financial & Retirement
Portfolio Mangement
Income Tax Planning
Generational Wealth Planning
Financially Empowering Women
Socially Responsible Investing
Advisor Succcession Planning
Robo Investment Management
ABOUT US
Meet Our Team
Our History
Financial Advisors
Portfolio Managers
Investment Committee
Board of Directors
CLIENT PORTAL
IN THE NEWS
LOCATIONS
More
Use tab to navigate through the menu items.
REQUEST A MEETING
NEWSLETTER
FORM CRS
Tax Professionals
Read More
Andrew Gillund, CPA, MBT
Tax Advisor
P:
763-999-5603
E:
andy@bergerfinancial.com
Read More
Collin Lehman, CPA
Tax Advisor
P:
763-999-5605
E:
collin@bergerfinancial.com
Read More
Ellen Manders
Tax Associate
P:
602-726-3753
E:
emanders
@bergerfinancial.com
Read More
Larry Berger, CPA/PFS CFP®
Financial Advisor, Chairman
P:
763-746-2666
E:
larry@bergerfinancial.com
Read More
Miles Holbrook, EA
Tax Advisor
P:
802-662-1612
E:
miles@bergerfinancial.com
Read More
Nick Albert, EA
Tax Advisor
P:
602-584-9796
E:
nalbert
@bergerfinancial.com
Read More
Mary Panchyshyn
Tax Administrator
P:
763-999-5606
E:
maryp@bergerfinancial.com
Read More
Patrick Noll, CPA
Tax Manager
P:
763-999-5602
E:
patrick@bergerfinancial.com
Read More
Victoria Canoun
Tax Associate
P:
763-999-5604
E:
victoria@bergerfinancial.com
bottom of page
