Client Center

Meet a Team Member: Samantha Dahlquist

October 8, 2017 | BerganKDV Team

Samantha works in our Bloomington office providing customer service to our clients and supporting the advisors. 

Some of her daily tasks include running performance reports and processing distributions for clients.

We sat down with Samantha and asked her to share a little more about herself and why she chose BerganKDV.

What attracted you to this position?

BerganKDV has a great culture – it is a fun and hardworking group.

What are you passionate about outside the office? 

I save just about every vacation day I have for traveling.  This year I’ve been lucky enough to go to Norway, Banff, Mexico and a little bit around the states!

If BerganKDV was an animal, what would it be?

A giant squid, because we have our tentacles in many different areas of financial services!

What profession other than your own would you like to attempt? 

A diving instructor in the Whitsunday Islands – it has the clearest water, beautiful beaches, and the most fish I’ve ever seen!

What are you currently reading?

A Man Called Ove – I think it shows an alternative perspective on a man’s life than society sees, allowing you to appreciate people more.

November 7, 2017 @ 7:32am
Mike Burczak
What a great way to get key people on the Team some face time within and maybe outside your market !

I didn’t know that you loved to travel - my daughter and her husband also love to travel - she happens to be traveling on business right now in Japan with Amazon...
November 8, 2017 @ 2:24pm
Samantha Dahlquist
Mike, how cool! Tokyo, or where? I haven't been to Japan yet, but when I do I'll come to you for the travel tips!
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