Michael S. Bergen CIMA®
Chief Investment Strategist
Mike Bergen brings his investment management acumen to Alderfer Bergen & Co., lending his expertise to customized portfolio design, implementation, and monitoring. As Chief Investment Strategist, he creates tailored portfolios addressing the unique goals of individuals, families, and organizations. Mike hails from Warsaw as does his wife, Casey. Together, they’re raising their four boys—Nick, Alex, Ben, and Will—to understand the importance of community and giving back through volunteerism and philanthropy.
As Co-Founder of the KC Riley Kids Fund, Mike is passionate about community involvement and advocating for underserved populations. He received a bachelor’s degree in economics from Indiana University, and he sits on various non-profit boards in an advisory role. He approaches his personal and professional endeavors with a keen awareness of all he has been gifted and all he can contribute, to his family, his community, and his clients.
“Be humble for you are made of earth. Be noble for you are made of stars.” ― Serbian Proverb