Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Eric Bergenn
Financial Advisor | President
Eric is the Founder and President of Bergenn Financial Group, LLC.
As a Financial Planner & small business owner, Eric’s mission is to assist individuals, families, & other business owners in defining and achieving their financial goals...
Shelby Thomas
Administrative Assistant
After earning her bachelor’s degree from the University of Hartford, Shelby detoured into a restaurant industry career where she spent years discovering a love of service and hospitality. This led Shelby to pursue a career as an...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.