Twin Cities Area Wealth Advisors Receive 2020 Wealth Management Award

L to R: Rouman, Thomas, Oelrich, Heathcote

All four Minnesota-based wealth advisors at BerganKDV received the 2020 Five Star Wealth Management award. Bloomington advisors Sam Rouman, CFP®, CLU, ChFC, AIF® and Angie Thomas, CFP® along with St. Cloud advisors Becca Oelrich, CFP® and Adam Heathcote, CFP® received this year’s award.

Five Star Professional uses its own proprietary research methodology to name outstanding professionals in the Twin Cities market 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.

“The award recognizes professionals in the Twin Cities market who are committed to excellence,” said Wealth Management Solutions Leader Matt Cosgriff, CFP®, “So it is no surprise to me that all of our advisors in this market were nominated. Our team of advisors in all our markets are laser focused on providing exceptional client service. It is great for our Minnesota teammates to be honored by their peers.”

The award recipients were recently featured in the Mpls./St.Paul Magazine and Twin Cities Business in January and will be recognized for their accomplishments again this June in Forbes.

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About BerganKDV: BerganKDV is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating a wow experience for our clients.

Powered by people who do business the Midwest way, BerganKDV delivers comprehensive business, financial and technology solutions including business planning and consulting tax, assurance and accounting, technology, wealth management, and turnaround management services.

Investment advisory services and fee-based planning offered through BerganKDV Wealth Management, LLC, an SEC Registered Investment Advisor.

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