Michael S. Bergen    Financial Consultant

Mike Bergen handles investment management for Alderfer Bergen & Co. including customized portfolio design, implementation and monitoring.  Serving a diverse clientele, Mike strives to create portfolios that are tailored to each individual, family or organization.

“Alan and I believe we can best advise our clients on their complex financial issues by focusing on our individual strengths.  In doing so, we believe we can deliver personal and comprehensive solutions to our clients’ unique needs,” Mike said.

Having received a BA in economics from Indiana University, Mike is a Level II CFA candidate.

Mike and his wife Casey both grew up in Warsaw, and are happy to be raising their four boys, Nick, Alex, Ben and Will, in Warsaw too.  Mike is active in the community, serving on the Finance Committee of Sacred Heart Church and School, and a member of the board of directors of Cardinal Services.  Mike is a member of Warsaw Kiwanis and a graduate of Kosciusko Leadership Academy.