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.
Jane Burch is a Client Services Assistant with Alderfer Bergen & Co. Jane now works part-time and has been with Alderfer Bergen since 2002.
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.