Angie Thomas is a Wealth Advisor for BerganKDV Wealth Management and helps clients with financial planning, investment strategies, risk management and insurance, and estate planning. With a background in insurance, Angie works with our clients to review their current insurance situation and assists them in managing risk. Her clients appreciate her big picture thinking and her ability to explain technical terms and practices in an easy to understand way.
Angie received a B.A. in psychology and speech communications from St. Cloud State University and is a volunteer at Minnetonka School and Excelsior United Methodist Church. She enjoys cheering on her kids in sporting events, visiting her cabin, reading, walking and spending time with friends..
There’s almost no one, dead or alive, that I WOULDN’T have dinner with!
I was a residence hall director right out of college and I “lucked out” and got the hall where all the athletes lived.
I honed my communication and negotiation skills in this job. I was able to convince students, some of them 6’10” and 300 lbs., to “do the right thing.” I learned to pick my battles and to put things in perspective.