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Team

 

Alan S. Alderfer, CFP

Certified Financial Planner Practitioner

574.267.6766

574-268-1751

Alan’s more than 25 years in the financial planning business afford him the opportunity to provide financial management strategies to our growing list of clients. As a Certified Financial Planner Practitioner™...

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Michael S. Bergen

Financial Consultant

574.267.6766

574-268-1751

Mike Bergen handles investment management for Alderfer Bergen & Co. This includes customized portfolio design, implementation, and monitoring. 

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Jason Gergely, CFP, CRPC

Certified Financial Planner Practitioner

574.267.6766

574-268-1751

Jason Gergely has been with Alderfer Bergen since 2014 and earned the distinction of being a Certified Financial Planning™ Practitioner in August 2018.

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Will Day

Certified Financial Planner Practitioner

574-267-6766

574-268-1751

Will Day joined Alderfer Bergen in 2019 and specializes in developing personalized financial and retirement plans. As a CFP Practitioner, Will completed the Financial Planning and Education Program and continues his intensive study and...

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Mary serves as the Office Manager at Alderfer Bergen & Co. Her responsibilities include: opening new accounts, processing all incoming customer transfer requests and helping answer client questions and concerns. 

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Sara Boyd

Client Relations Specialist

574.267.6766

574-268-1751

Sara Boyd is the Client Relations Specialist at Alderfer Bergen & Co. She communicates with clients and schedules appointments. 

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Maggie Gayton

Administrative Assistant

574.267.6766

574.268.1751

Maggie Gayton brings to her role as Administrative Assistant rich experience in administrative support. Her hard work and dependability are foundational to her many achievements, but she counts her greatest success as being voted Best...

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