Team
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™...
Mike Bergen handles investment management for Alderfer Bergen & Co. This includes customized portfolio design, implementation, and monitoring.
Jason Gergely has been with Alderfer Bergen since 2014 and earned the distinction of being a Certified Financial Planning™ Practitioner in August 2018.
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.
Sara Boyd is the Client Relations Specialist at Alderfer Bergen & Co. She communicates with clients and schedules appointments.
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.
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...