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 Planner^TM  (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 five years of cross-functional expertise integrating technical and financial strategies for small and Fortune 500 businesses, 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, and he attained his CFP designation in 2023.

As a Financial Advisor in our Comprehensive Wealth Management Services team, Drew manages client relationships, develops customized and comprehensive financial plans, implements tax management strategies, provides tailored and simplified estate planning, researches equities and manages income and growth strategies. An avid investor since junior high, Drew enjoys developing new investment opportunities with innovative technologies and services to help clients achieve their goals.

Drew enjoys spending family time together with his wife, Maddie, and their two young girls. 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 Minnesota State University, Mankato.

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

Erik enjoys spending time with his wife Emily traveling, cooking, discovering new restaurants, inventing new craft cocktails and attending sporting and music events. He also enjoys 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 Services 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 Services 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 Services 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 teenage children boating on the St. Croix River, waterskiing and wakeboarding. Elisa also enjoys traveling, bonfires and home decorating.