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Meet a Team Member – Joe Betzold June 1, 2018 by BerganKDV Team
Meet a Team Member – Joe Betzold
Meet Joe Betzold! He’s a Technology Account Manager who loves connecting with our clients to help them make sound technology decisions for the future. On any given day you may find him in our St. Cloud office or on the road visiting clients. Read on to learn more about Joe!
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Meet a Team Member: Lori Buettner April 23, 2018 by BerganKDV Team
Meet a Team Member: Lori Buettner
Lori works in our St. Cloud, MN office as a Client Care Specialist for the wealth management team. She assists with client requests and helps the advisors to coordinate and prepare for client meetings and follows through with any paperwork that needs to be processed to ensure it is completely accurately. What is your favorite […]
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Meet an Advisor: Ted Nahas April 23, 2018 by BerganKDV Team
Meet an Advisor: Ted Nahas
Meet an Advisor: Ted Nahas Ted is a wealth advisor in our Des Moines, IA office. We recently caught up with him to hear his advice for others starting out in their careers and to get his take on what character traits he admires in others. What career advice would you give to someone who […]
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Leadership Lessons I Have Learned Along the Way April 23, 2018 by Becky Morgan
Leadership Lessons I Have Learned Along the Way
I still have the privilege of working with business owners and other clients but as my responsibilities have increased at the firm, I have been required to focus more of my time on our firm’s business, rather than working in the business.
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Meet a Team Member: David Peyton January 23, 2018 by BerganKDV Team
Meet a Team Member: David Peyton
David works in our Waterloo, IA office as a Portfolio Analyst with the investment team. He assists with managing the model portfolios and researching investment selections and provides investment support to the advisors. What is your favorite way to stay healthy? When the weather is appropriate, my wife and I enjoy walking our dog together. […]
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Meet an Advisor: Becca Oelrich January 23, 2018 by BerganKDV Team
Meet an Advisor: Becca Oelrich
Becca is a wealth advisor in our St. Cloud, MN office. We recently caught up with her to learn more about why she chose BerganKDV and to hear her advice for others starting out in their careers. Why did you chose this profession? What brought you to this career and what do you like most […]
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Great Reads by Nick Tilli July 13, 2017 by BerganKDV Team
Great Reads by Nick Tilli
What Nick Is Reading Nick Tilli, CFP®, is a Wealth Advisor who specializes in wealth planning for individual clients. An avid reader, Nick is often reading four or five books simultaneously. We recently asked him to sit down and make a list of books that are his favorites, as well as a list of what […]
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Meet a Wealth Advisor – Sam Rouman, CFP®, CLU, ChFC, AIF® July 13, 2017 by BerganKDV Team
Meet a Wealth Advisor – Sam Rouman, CFP®, CLU, ChFC, AIF®
Sam is a wealth advisor in our Bloomington location and was initially drawn to the financial planning field while in college. Facing many of the financial challenges we all face; finding a job, paying back student loans, buying a car, and saving for important items like a home, vacations, family, etc., he was curious how […]
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Meet Blog & Newsletter Author David Sparks July 13, 2017 by BerganKDV Team
Meet Blog & Newsletter Author David Sparks
When David isn’t practicing his photography hobby by taking beautiful pictures like the one captured here of waterfalls in northern Wisconsin, he contributes to the wealth management’s team commitment for client service by writing blog articles and periodic newsletters. David was previously President of Heartwood Investments, an Iowa-based management firm that merged with BerganKDV in […]
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Meet a Team Member – Chris Gallo June 26, 2017 by BerganKDV Team
Meet a Team Member – Chris Gallo
As a Sales and Use Tax Manager, Chris Gallo spends his time researching state and local sales tax laws and codes across the country.
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