Three Minnesota-based wealth advisors at BerganKDV earned the 2023 Five Star Wealth Management award. St. Cloud advisor Becca Oelrich, CFP® and Bloomington advisors Sam Rouman, CFP®, CLU, ChFC, AIF® and Angela Thomas CFP®, were recognized with this year’s award. This is Sam’s fifth time receiving the award, Becca’s fourth win and Angela’s first.
“Congratulations to these three advisors on this much-deserved award,” said Matt Cosgriff, CFP®, CPFA, Director of Wealth Management at BerganKDV. “Sam, Becca and Angela exemplify what it means to be a great advisor. Their standout expertise adds value and insight to our team and they consistently provide excellent service to our clients when they need it most. I am proud to have this talented group on our team and for them to be recognized for their outstanding effort and contributions to BerganKDV Wealth Management.”
Five Star Professional uses its own proprietary research methodology to name outstanding professionals in the Twin Cities area as award winners. The objective is to recognize wealth management professionals who show a commitment to clients, demonstrate strong industry credentials, and are evaluated on the quality of their current practice. Candidates are nominated by their peers and firms and are evaluated on ten criteria including: client retention rate, client assets administered, number of client households served and education and professional designations.