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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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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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Roger Grossman has joined the Alderfer Bergen team to coordinate and direct the many digital and terrestrial platforms we use to distribute money-saving and wealth-building tips to people in our community. 

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Will Day

CERTIFIED FINANCIAL PLANNER ™ PRACTIONER

5745050384

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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