With more than 40 years of experience in the financial services industry, Bill specializes in retirement and estate planning for higher net worth individuals. For more than 30 years, he and his team have been recognized nationally and locally as a leading wealth management group.

Bill is an Executive Officer and one of the original founders of Focus Financial Network. He is a Certified Financial Planner^® (CFP), an active member of the Financial Planning Association (FPA) and speaks on retirement income and estate planning strategies at industry events. He also enjoys mentoring advisors and beginning investors.

As the founder of Bergstrom Financial Group, Bill develops and leads best practices to deliver proactive quality service and expertise to clients in all areas of wealth management. 

Bill enjoys spending time with his wife Bev and their family at home, at their cabin or traveling. He appreciates being outdoors, biking, hiking, fishing or hunting. Bill also likes following our Minnesota sports teams.

Chad joined The Bergstrom Group at Focus Financial Network in 2008 and brings nearly 40 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 experienced by higher net worth clients.

As a Senior Wealth Manager and Partner in our Comprehensive Wealth Management team, Chad manages client relationships and delivers proactive quality service; develops customized and comprehensive financial plans; implements individualized tax management strategies; provides tailored and simplified estate planning; and executes personalized income and growth investment strategies.

Chad, his wife Cathee and their adult son like spending time together boating on the St. Croix River. He also enjoys spending time with family and friends traveling to new places and pheasant hunting with his dogs.

Scott joined The Bergstrom Group at Focus Financial Network in 2017 and brings nearly 40 years of expertise in the financial services industry to the team. He is Chartered Financial Analyst ^® (CFA) and has extensive experience managing stocks as a portfolio manager and investment analyst, and prior experience in financial planning. Scott specializes in developing and managing investment portfolios to support higher net worth clients with their diversified needs.

As a Senior Wealth Manager and Partner in our Comprehensive Wealth Management team, Scott manages client relationships and delivers proactive quality service; develops customized and comprehensive financial plans; implements individualized tax management strategies; provides tailored and simplified estate planning; and directs and executes our investment matrix for personalized income and growth investment strategies.

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 ten years of broad financial, software, technical, legal and analytical expertise. Drew earned his Certified Financial Planner^® (CFP) designation in 2023 and is currently working on his Chartered Financial Analyst^® (CFA) designation.

As a Wealth Manager and Partner in our Comprehensive Wealth Management team, Drew manages client relationships; develops customized and comprehensive financial plans; implements tax management strategies; provides tailored and simplified estate planning; and executes personalized income and growth investment strategies. He enjoys researching new investment opportunities with innovative technologies that support clients’ personalized portfolio growth goals.

Drew enjoys spending family time together with his wife, Maddie, and their three young children. He also enjoys fishing, hunting, camping and golfing with friends and family.

Erik joined The Bergstrom Group at Focus Financial in 2023 and brings more than 10 years of financial services experience helping clients achieve their goals. Erik earned his Bachelor of Science in General Finance from Mankato State University.

As a Financial Advisor in our Comprehensive Wealth Management team, Erik manages client relationships and delivers proactive quality service; develops customized and comprehensive retirement plans; implements individualized tax management strategies; provides tailored and simplified estate planning; and executes personalized income and growth investment strategies.

Erik enjoys spending family time with his wife Emily and their young son traveling, cooking, and discovering new restaurants. He also enjoys sporting and music events, golfing and attending MN United soccer games with friends and family.

Krista joined Focus Financial Network in 2004 and has worked with The Bergstrom Group since 2012. She brings more than 25 years of operations expertise in investment banking, financial and estate planning, wealth distribution and tax management. Krista earned a Bachelor of Science in psychology from the University of Northwestern in St. Paul, MN.

As part of our Comprehensive Wealth Management team, Krista provides advisors with operations and asset management support for all areas of client service.  This includes managing the client service model and compliance; maintaining ongoing client communications; assisting with plans, research and reports; managing distributions, deposits and trading; providing technical support for client account access; and supporting marketing and communications efforts.

Krista and her husband Josh have two daughters who keep them busy with school and community activities. They appreciate time away at their cabin, boating and swimming. Krista also enjoys photography and paper crafting.

Amy joined The Bergstrom Group at Focus Financial Network in 2023 and brings more than 25 years of business expertise providing tax services, financial, accounting, insurance, data research and analysis, communications and customer service support to clients.

As part of our Comprehensive Wealth Management team, Amy provides advisors with supervisory support for managing all areas of client service. This includes maintaining ongoing client communications; assisting with plans, research and reports; managing distributions, deposits and trading; providing technical support for client account access; and supporting marketing and communications efforts.

Amy and her husband Derek have two adult sons who they enjoy spending time together  traveling, cooking and trying out new restaurants. Amy also enjoys boating, swimming, golfing, bowling, reading, gardening and repurposing and renovating old furniture.

Anna joined The Bergstrom Group at Focus Financial Network in 2024 and brings more than 15 years of business expertise providing financial, accounting, banking, insurance, tax services,  communications and customer service support to clients.

As part of our Comprehensive Wealth Management team, Anna supports advisors with managing client relationships in all areas of client service. This includes helping with plans and presentations; integrating and providing technical support for client account access; managing distributions, deposits, trading and reports; providing ongoing communications, scheduling and account maintenance; preparing financial research and reporting; and supporting marketing and communications efforts.

Anna and her partner Travis enjoy traveling, cooking, attending theater and concert events and checking out new restaurants. Anna is an avid Vikings fan and also enjoys working out, reading and adding new songs to her music playlist.

Elisa joined The Bergstrom Group at Focus Financial Network in 2024 and brings more than 20 years of business expertise providing banking, accounting, communications and customer service support to clients.

As part of our Comprehensive Wealth Management Services team, Elisa supports advisors with managing client relationships in all areas of client service. This includes helping with plans and presentations; integrating and providing technical support for client account access; managing distributions, deposits, trading and reports; providing ongoing communications, scheduling and account maintenance; preparing financial research and reporting; and supporting marketing and communications efforts.

Elisa and her husband Luke enjoy spending time with their four teenagers boating on the St. Croix River, waterskiing and wakeboarding. Elisa also enjoys traveling, bonfires and home decorating.