Angela Thomas, CFP®

Wealth Advisor

Angela Thomas, CFP®
“My goal is to make life easier for my clients - that may mean taking things off their plate so they have time to do more of what they enjoy, or being a sounding board for them so they can feel good about their decisions or providing additional information so they can see things from another perspective. I help people understand what they have, what they want and what they need so they can head into retirement with confidence.”
// CONTACT: 952.563.6879

Angie’s degree in psychology and her background in communications suits her well for her role as a 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. Angie first started in the financial arena in the insurance industry but she was drawn to BerganKDV because of the firm’s client-centric approach. The career choice was one that others suggested she pursue and once she did, she hasn’t looked back. She has found her niche and enjoys the constant learning, the breadth and depth of services the firm provides and the ability to build relationships with the people she works with, clients and teammates alike.

While it took some time to find her career path, the choice to work at BerganKDV was made very deliberately by Angie. She enjoys working with a growing, progressive company that cares about its employees and their wellbeing. 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 fad.

Angie enjoys helping clients understand their whole financial picture including financial planning, investment strategies, risk management and estate planning. 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™ and is involved with the Financial Planning Association, Minnesota Literacy Council and Foundation Fighting Blindness.

// Angela Thomas, CFP®’s RECENT BLOG

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