Two Minnesota-based wealth advisors at BerganKDV earned the 2021 Five Star Wealth Management award. Bloomington advisor Sam Rouman, CFP®, CLU, ChFC, AIF® and St. Cloud advisor Becca Oelrich, 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.
“Becca and Sam are dedicated team players that continue to provide a wow experience to our clients,” said Wealth Management Solutions Leader Matt Cosgriff, CFP®, “Their immense commitment to excellence and customer service does not go unnoticed, and everyone at the firm appreciates what they do every day. It is wonderful for our teammates to be recognized by their respective peers.”
This is Sam’s third time receiving this award and Becca’s second win. BerganKDV sincerely congratulates these two for their dedication to their field and for striving to provide the best service to our clients.