All of the members of our Executive Board are active financial planning advisors and most have been with us since the beginning. As part of our 25th anniversary celebration, we asked them what aspects of our firm they were most proud of:
“We’ve worked very hard to create a professional, stable, fair, and entrepreneurial environment, which strives to facilitate real value for our advisors and their families, while they’re with us and after they retire. In doing so, I feel we’ve created real value for the clients we all serve.”
Bill Bergstrom, CFP® – Executive Officer
“I’m very proud of the work our advisors do for their clients, particularly given the global and national events they’ve had to contend with the past fifteen or so years. I’m also proud of the growth of the company, realizing the number of families we help with their financial planning needs, and having the opportunity to share in the milestones and achievements of our advisors. ”
John Bina, BFA™ – President
“I'm proud to be part of a leadership team that empowers advisors to have such a positive impact on more families than any one of us could have on our own.”
Matt Nelson, CFP®, AIF® – Executive Officer
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