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THE BERGSTROM GROUP

The Bergstrom Group

The Bergstrom Group consists of seven professionals who have more than 30 years of experience in comprehensive wealth management services, specializing in retirement and estate planning. Our mission is to provide you with thoughtful, strategic financial advice and superior service that gives you confidence in your investments to create efficiencies in all areas of your financial plan. We are committed to earning your trust and building long-term relationships with you to help you achieve your personal and financial goals.

With more than 30 years of experience in the financial services industry, Bill specializes in retirement and estate planning for higher-net worth individuals. He has been ranked a Top 25 Wealth Advisor in Minnesota by the Minneapolis/St. Paul Business Journal.* Bill is an Executive Officer and board member of Focus Financial Network. He has a B.A. in Business Administration and a minor in Economics from the University of Minnesota, Duluth.

Bill is an active member of the Financial Planning Association (FPA) and a Certified Financial PlannerTM  (CFP) and regularly speaks on retirement income generation and estate planning issues at industry events. He also enjoys mentoring advisors and beginning investors.

As the leader of our Comprehensive Wealth Management Services team at The Bergstrom Group, Bill is responsible for implementing and overseeing best practices for managing client relationships, developing customized and comprehensive financial plans, implementing tax management strategies, providing tailored and simplified estate planning and directing personalized income and growth investment strategies.

Bill enjoys spending time with his wife Bev and their family at home at their cabin or traveling. He especially appreciates the outdoors, whether it's spending time planting trees, chopping wood, doing yard work, biking, hiking, fishing or hunting. Bill also enjoys following our Minnesota sports teams.



Chad joined The Bergstrom Group at Focus Financial Network in 2008 and brings more than 30 years of experience in the financial services industry to the team. He is an Accredited Wealth Management Advisor® (AWMA) and specializes in addressing the complex financial issues faced by higher net worth clients.

As a partner in our Comprehensive Wealth Management Services team, Chad is responsible for managing client relationships, developing customized and comprehensive financial plans, implementing tax management strategies, providing tailored and simplified estate planning and managing income and growth investment strategies.

Chad, his wife Cathee and their adult son like spending time together boating on the St. Croix River. Chad also enjoys restoring classic cars and pheasant hunting with his dogs.



Scott joined The Bergstrom Group at Focus Financial Network in 2017 and brings more than 20 years of expertise in the financial services industry to the team. He is Chartered Financial Analyst® (CFA) Charterholder and has vast experience selecting stocks as a portfolio manager and investment analyst, and prior experience in personal financial planning.

As a partner in our Comprehensive Wealth Management Services team, Scott is responsible for managing and directing our investment matrix for income and growth investment strategies, managing client relationships, developing customized and comprehensive financial plans, implementing tax management strategies and providing tailored and simplified estate planning.

Scott and his wife Ann have three adult children, and he enjoys spending time with his family at home or at the cabin, golfing, running, biking, reading and following Minnesota sports teams.


 Drew joined The Bergstrom Group at Focus Financial in 2021 and brings more than 5 years of small and Fortune 500 business experience to the team, including an internship with the Bergstrom Group in 2015. Drew earned his Bachelor of Science in Mechanical Engineering with an electro-mechanical focus from the University of Minnesota Duluth. An avid investor since junior high, Drew enjoys developing strategies to help clients achieve their goals.

As a Financial Planning Associate in our Comprehensive Wealth Management Services team, Drew assists with the management of client relationships, developing customized and comprehensive financial plans, implementing tax management strategies, providing tailored and simplified estate planning, and managing income and growth strategies. 

Drew is married to Maddie and with their two young girls enjoys their time together as a family. He also enjoys fishing, hunting, camping, and golfing with friends and family.             





Shelly joined The Bergstrom Group at Focus Financial Network in 1996 and brings more than 20 years of expertise in the financial services industry to the team. Since joining, she has earned the Chartered Retirement Planning Counselor® (CRPC) designation.

As a part of our Comprehensive Wealth Management Services team, Shelly is responsible for managing investment transactions, money requests, post-meeting communications, general account inquiries and broker/dealer service issues.

Shelly enjoys spending time with her husband Rich, her two adult children and granddaughter, as well as spending time outdoors. She also enjoys traveling, home decorating, crafting and entertaining friends and family.



Krista joined Focus Financial Network in 2004 and has worked with The Bergstrom Group since 2012. She brings more than 15 years of administrative expertise in the financial services industry to the team. Krista earned a Bachelor of Science in psychology from the University of Northwestern in St. Paul, MN.

As part of our Comprehensive Wealth Management Services team, Krista is responsible for supervising the client database, preparing, processing and managing all account paperwork and quarterly advisory fee billing and providing executive assistance.

Krista and her husband Josh have two daughters who keep them very busy with church activities, community theater and school events. She and her family enjoy spending time together watching movies, boating and swimming. Krista also enjoys scrapbooking, photography and singing on the worship team at her church.



Alissa joined The Bergstrom Group at Focus Financial Network in 2019 and brings more than 20 years of business expertise providing administrative, communications, event planning and budgeting support. She has also worked in education as a teacher, tutor and volunteer.

As part of our Comprehensive Wealth Management Services team, Alissa is responsible for providing executive assistance, managing our client service model, scheduling, preparing for meetings, managing special service requests and planning and coordinating client appreciation projects and events.

Alissa and her husband Jon have two children who keep them busy with band, swimming, theater, church activities and school events. She and her family enjoy hiking, camping, spending time with friends and watching movies together. Alissa also enjoys scrapbooking and traveling.




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