Two Minnesota-based wealth advisors at BerganKDV earned the 2022 Five Star Wealth Management award for another year in a row. Bloomington advisor Sam Rouman, CFP®, CLU, ChFC, AIF® and St. Cloud advisor Becca Oelrich, CFP® were recognized with this year’s award. This is Sam’s fourth time receiving the award and Becca’s third win.
“Sam and Becca constantly show great dedication for their roles as advisors,” said Matt Cosgriff, CFP®, CPFA, Wealth Management Solutions Leader at BerganKDV. “I couldn’t be prouder to have them on our team and for them to be recognized by their respective peers. They always strive to exceed the expectations of our clients and provide stellar service. From all of us on the BerganKDV Wealth Management team, we sincerely congratulate Sam and Becca for another well-deserved win and for continually making a difference in our clients’ financial lives.”
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.