Having started my relationship with Edward Jones as a client first, I quickly realized that they were focused on "my" goals first and foremost. And with a lifelong interest in finance and investing, the transition to become an Edward Jones financial advisor was a perfect fit.
Since 2009, in partnership with Val Jarvis (senior branch office administrator), we have helped families and businesses build sound individualized financial strategies. These include retirement planning, saving for education and estate considerations.
My wife, Cynthia, and I have been married since 1989. We have been blessed with our two grown daughters, Sarah and Rachael, as well as four beautiful grandchildren.
Outside the office, you may see me playing guitar at a local festival or music venue.
Val and I would welcome the opportunity to sit down and discuss what is important to you, learn about your goals and dreams, and help you develop personalized strategies to get you to your financial destinations.
Mailing AddressP O Box 186
Wautoma, WI 54982
Phone NumberSteve Bergman at (920) 787-0615
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