Life at BerganKDV
Intern to CEO: Lessons Learned along the way – Above all else, be a team player
Ask anyone who works with me, I have a lot of parallels that I draw from my experience in the corporate world and what I learned on the field. The one that stands out to me the most is above all else, be a team player.
Intern to CEO: Lessons Learned along the way – don’t hoard success
Throughout his career, Dave has learned a lot of lessons along the way. This is the fourth in a series of five blog posts where Dave shares tips that helped him during his journey from Intern to CEO at BerganKDV.
Intern to CEO: Lessons Learned along the way – speak up
After I had worked with clients for a number of years at the firm, I was seeing a pattern happening over and over where they were missing out on potential tax savings because of the way their investments were being handled by advisors outside of our firm. It was frustrating for me to see clients missing out on these savings, I knew there was a better way.
Intern to CEO: Lessons Learned Along the Way – Embrace Emerging Technology
At BerganKDV, we call our CEO, Dave Hinnenkamp, the Accidental Accountant. Way back in the 8th grade, Dave procrastinated on a homework assignment about careers. So, he grabbed the first job at the top of the assignment list—accountant— and got the paper turned in. Sounds weird, but this assignment set Dave on a path that […]
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!
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 […]
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 […]
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.
How might it be in 2023 and how to get there
Originally featured on www.mncpa.org. Our CPA profession will undergo the most significant disruption and transformation ever during the next five-plus years! Take a moment to think about that statement. This is an exciting time for all of us — at every level. It is also a time of concern for leaders as they make decisions […]
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. […]