Matt assists plan sponsors mitigate fiduciary liability associated with their retirement plan and helps plan participants retire comfortably. Matt also works with individual wealth management clients and spearheads Lifewise, BerganKDV’s young professional focused financial planning service.

Paul serves as the relationship manager focused on bringing together a client’s financial world. He specializes in financial and estate planning, accounting, investments and insurance.

Becca specializes in wealth management, financial planning, retirement planning, education planning, and life and disability insurance. With extensive experience in insurance and financial services, clients can count on Becca to help them build and update financial plans and reach their goals.

Angie helps clients with financial planning, investment strategies, risk management and insurance, and estate planning. Her clients appreciate her big picture thinking and her ability to explain technical terms and practices in an easy to understand way.