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.         

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.

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

As part of our Comprehensive Wealth Management Services team, Amy is responsible for providing executive and administrative assistance for 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. 

 Amy and her husband Derek have two adult boys who they enjoy spending time together, traveling and cooking. Amy also enjoys gardening and repurposing and renovating old furniture.