Berger Financial Group

Seth Wagner is a financial advisor with Berger Financial Group in Plymouth, MN, holding a Series 65 designation and seven years of industry experience. He previously worked at Cambridge Investment Research and Athlos Leadership Academy. Berger Financial Group provides wealth management, financial and retirement planning, succession planning, income tax planning, and retirement plan consulting to a diverse client base, including individuals, families, businesses, and corporate executives. The firm uses an Investment Committee to recommend primarily long-term, fundamental analysis-based strategies and offers discretionary portfolio management with periodic reviews.

Sam Pirozzolo is a financial advisor at Berger Financial Group in Plymouth, MN, holding a Series 65 designation with one year of industry experience. Prior to joining Berger Financial Group, he worked in various roles including positions at Minneapolis Golf Club, Tono Pizzeria, Knecht's Nurseries, and St. Olaf College. Berger Financial Group provides wealth management, financial and retirement planning, succession planning, income tax planning, and retirement plan consulting for a diverse client base that includes individuals, high-net-worth families, trusts, estates, businesses, and corporate executives. The firm manages accounts on a discretionary basis using fundamental analysis and primarily long-term investment strategies, supported by an Investment Committee.

Amanda Bracklein is a financial advisor at Berger Financial Group with one year of industry experience. She holds a Series 65 designation and previously worked at Solventum, 3M, and Ciris Energy. Berger Financial Group provides wealth management, financial and retirement planning, succession planning, income tax planning, and retirement plan consulting for a diverse client base including individuals, high-net-worth families, trusts and estates, businesses, corporate executives, and retirement plans. The firm uses discretionary portfolio management with an Investment Committee that emphasizes fundamental analysis and primarily long-term strategies, and it is principally owned by an Employee Stock Ownership Plan Trust.

Angela Erickson is a CFP® professional with 21 years of industry experience. She has been with Berger Financial Group since 2010 and also worked at Cambridge Investment Research Advisors from 2005 to 2020. Berger Financial Group offers wealth management, financial and retirement planning, succession and income tax planning, as well as retirement plan consulting for individuals, families, trusts, businesses, and executives. The firm uses an Investment Committee to guide discretionary portfolio management with a focus on fundamental analysis and primarily long-term strategies.

Mark Berger is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Berger Financial Group and Purshe Kaplan Sterling Investments, having previously worked for Cambridge Investment Research for over 15 years. Berger Financial Group provides wealth management, financial and retirement planning, succession planning, income tax planning, and retirement plan consulting for a diverse client base that includes individuals, high-net-worth families, trusts and estates, businesses, corporate executives, and retirement plans. The firm’s investment approach involves discretionary portfolio management guided by an Investment Committee that emphasizes fundamental analysis and primarily long-term strategies with tactical adjustments as needed.

Rebecca Lantzer is a financial advisor at Berger Financial Group with 20 years of industry experience. She holds a Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and Independent Financial Group LLC. In addition to her advisory role, she owns and operates A&G Tax Service, providing tax preparation and filing services. Berger Financial Group offers wealth management, financial and retirement planning, succession planning, income tax planning, and retirement plan consulting for individuals, high-net-worth families, trusts and estates, businesses, and corporate executives. The firm employs a discretionary portfolio management approach guided by an Investment Committee that focuses on fundamental analysis and primarily long-term strategies with tactical adjustments.

Matthew Gibbs is a financial advisor at Berger Financial Group in Burlington, VT, holding a Series 66 credential with five years of industry experience. His prior roles include positions at N B T Bank, LPL Financial, and Ameriprise. Berger Financial Group provides wealth management and financial planning services to individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm emphasizes fundamental analysis and primarily long-term investment strategies with discretionary portfolio management and offers separate tax planning and insurance services through affiliated professionals.

Rachel Meyer is a financial advisor with Berger Financial Group in Plymouth, MN, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments and Cambridge Investment Research Inc. She has been with Berger Financial Group since 2014. Berger Financial Group provides wealth management, financial and retirement planning, succession planning, income tax planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth families, trusts and estates, businesses, corporate executives, and retirement plans. The firm employs an Investment Committee that focuses on fundamental analysis and primarily long-term strategies, managing accounts on a discretionary basis with periodic reviews.

Dale Tondryk is a financial advisor with Berger Financial Group, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He previously operated Tondryk Wealth Management and currently owns Tondryk Insurance Services, LLC, where he spends approximately 25% of his time involved in the sale of index annuities. Berger Financial Group provides wealth management, financial and retirement planning, succession planning, income tax planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth families, trusts and estates, businesses, and corporate executives. The firm uses a discretionary portfolio management approach guided by an Investment Committee that focuses on fundamental analysis and primarily long-term strategies.

Morgan Padget is a CFP® and holds a Series 66 license with five years of industry experience. Morgan has worked at Berger Financial Group since 2024 and previously at Robert Gordon & Associates and JPMorgan Chase Bank. Berger Financial Group offers wealth management, financial and retirement planning, succession planning, income tax planning, and retirement plan consulting for individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm uses an Investment Committee-driven approach focused on fundamental analysis and primarily long-term strategies, managing accounts on a discretionary basis with periodic reviews.

Nicholas Albert is a financial advisor at Berger Financial Group with six years of industry experience. He holds the Series 66 designation and has worked at Berger Financial Group since 2021. Prior to that, he was employed at Cambridge Investment Research Advisors and Cambridge Investment Research, and he operates Desert Willow Woodworks, LLC, a woodworking business. Berger Financial Group provides wealth management, financial and retirement planning, succession planning, income tax planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth families, trusts, estates, businesses, and corporate executives. The firm offers discretionary portfolio management with an investment approach focused on fundamental analysis and primarily long-term strategies, supported by an Investment Committee.

William Wixon is a financial advisor at Berger Financial Group with 36 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Gardner Financial Services, Inc. and operated Wixon Advisors, Inc. Additionally, he is president and owner of Wixon Financial Insurance Agency. Berger Financial Group offers wealth management, retirement planning, and succession planning services to individuals, high-net-worth families, businesses, and corporate clients. The firm employs a discretionary portfolio management approach guided by an Investment Committee focusing on fundamental analysis and long-term strategies.

Melissa Piconi is a financial advisor at Berger Financial Group with two years of industry experience. She holds a Series 65 designation and previously worked at UBS Financial Services Inc for eight years. Berger Financial Group provides wealth management, financial and retirement planning, succession planning, income tax planning, and retirement plan consulting for a diverse client base including individuals, high-net-worth families, trusts and estates, businesses, and corporate executives. The firm employs a discretionary portfolio management approach guided by an Investment Committee that focuses on fundamental analysis and primarily long-term strategies.

Zach Shelby is a financial advisor at Berger Financial Group with a Series 65 credential and two years of industry experience. Prior to joining Berger Financial Group, he worked at 3 Rivers Financial LLC and has experience in entrepreneurial ventures including Outdoor Appeals LLC and Bill's Superette. Berger Financial Group provides wealth management and financial planning services to a diverse client base including individuals, high-net-worth families, trusts, estates, businesses, and corporate executives. The firm emphasizes fundamental analysis and long-term investment strategies, managing portfolios on a discretionary basis with periodic reviews.

Nicholas Asmus is a financial advisor with Berger Financial Group in Plymouth, MN, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Berger Financial Group since 2016, including a prior four-year tenure at Cambridge Investment Research Advisors. Berger Financial Group offers wealth management, financial and retirement planning, succession planning, income tax planning, and retirement plan consulting for a diverse client base that includes individuals, high-net-worth families, trusts and estates, businesses, corporate executives, and retirement plans. The firm manages accounts on a discretionary basis using fundamental analysis and primarily long-term investment strategies, with support from Certified Public Accountants who provide separate tax services.