Meet Our Team

Meet Our Team

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

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®

Amy Fracaro-Choate CRC^®, CDFA^®
Financial Advisor

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

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Andrea Horsch, Paraplanner and AP/AR Clerk

Andrea Horsch
Corporate Accounting Associate

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

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

Andrew Gillund, CPA, MBT
Director of Tax

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

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Andrew Wixon Image

Andrew Wixon, CFP^®
Financial Advisor

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

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Angela Erickson - FA

Angela Erickson, CFP^®, EA
Financial Advisor

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

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Anthony-Reynolds

Anthony Reynolds
VP of Operations

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

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April-Bortscheller-CFP®

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

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 Image

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

Blake Paurus
Client Services Associate

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

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Bob Smrekar - FA

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 - TA

Collin Lehman, CPA
Tax Advisor

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

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Dale-Tondryk-FA

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 Plymouth, MN

David Herbeck, ChFC^®, CPA/PFS - Retired
Financial Advisor

P: 763-999-5599 E: dave@bergerfinancial.com

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Dora-Elvia-Velazquez

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 a Financial Advisor

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

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-Thumbnail

Jordan Terzakos, EA
Tax Advisor

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

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Justin West IT Director

Justin West
IT Director

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

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Kelly Kirscht, Client Services Associate/Minnetonka Office Administrator

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 a Financial Advisor

Lisa Greely
Financial Advisor

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

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Lisa Russell a Paraplanner

Lisa Russell
Paraplanner

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

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Lucas Auger the Director of Client Services

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

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

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Mark Berger a Principal, CCO

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

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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Placeholder Image Mike Toay

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

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-M-Web-Size-UPDATED

Rachel Meyer
Financial Advisor

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

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Rebecca-Fetterman

Rebecca Fetterman, CFP^®
Financial Advisor

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

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Rebecca Lantzer

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 a Financial Advisor

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

Zach Shelby
Client Services Associate

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

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Contact Us

Berger Financial Group

info@bergerfinancial.com

O: 763-746-2666

F: 763-746-2669

1695 Highway 169 N Plymouth, MN 55441

© 2024 Berger Financial Group

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