Life at BerganKDV
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
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
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
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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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 […]
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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
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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BerganKDV Technology Internship Wrap Up
We were thrilled to welcome Alex Mord this summer, our very first technology intern! Alex spent his internship in our Waterloo office alongside our technology remote care team. He talks to us about his experience this summer and shares advice for future interns. In what ways did this internship prepare you for your future career […]
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BerganKDV Wealth Management Internship Wrap Up
We were excited to catch up with Kayli Anderson, this summer’s Wealth Management intern, to hear about her experience with us these past few months. Kayli talks to us about how the experience has prepared her for life after college and shares advice for future interns. In what ways did this internship prepare you for […]
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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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