About Us

We believe that your interests are best served by a team of financial professionals instead of a single generalist. Alan and Mike lead this plan development team, with Alan focusing on planning while Mike focuses on the management of your assets. Other members of our team include Mary Lampkin (Office Manager), Jane Burch (Client Services), and Candy Leedy (Client Services).

Together we make up Alderfer Bergen & Co.

We’re here for you.