Angela Thomas, CFP®
Senior Wealth Advisor
Angie’s degree in psychology and her background in communications suits her well for her role as a Senior Wealth Advisor. She is a natural at listening to what keeps clients up at night and what their dreams are for their families. Having also worked in the nonprofit industry, she is accustomed to understanding the importance of working diligently to make every dollar count.
Angie is passionate about her career choice as well as the firm where she has chosen to work – BerganKDV provides a breadth and depth of services and the ability to build relationships with the people she works with, clients and teammates alike. She also values the integrity shown by the company and her team. Decisions are based solely on what is right for the client and not on the ups and downs of the market or today’s latest trend. She has a knack for breaking down technical terms and practices to make them easier for people to understand.
Angie received her bachelor’s degree in psychology and speech communications from St. Cloud State University, is a CERTIFIED FINANCIAL PLANNER™ practitioner and is involved with the Financial Planning Association, Minnesota Literacy Council and Foundation Fighting Blindness.