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Helping You Prepare For Your Future

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Team

Alan S. Alderfer, CFP

Alan S. Alderfer, CFP

Certified Financial Planner Practitioner

574.267.6766
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Alan Alderfer brings a wealth of knowledge and experience to his clientele looking to plan their retirement. Whether it’s high net worth individuals, business owners, retirees, or professionals, Alan provides the same level of care and...

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Michael S. Bergen

Michael S. Bergen

Financial Consultant

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Mike Bergen handles investment management for Alderfer Bergen & Co. This includes customized portfolio design, implementation, and monitoring. Serving a diverse clientele, Mike strives to create portfolios that are tailored to each...

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Jane Burch

Jane Burch

Client Services Assistant

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Jane Burch is a Client Services Assistant with Alderfer Bergen & Co. She coordinates all of the client events including our yearly client appreciation dinner. Jane works part-time and has been with Alderfer Bergen since 2002. She has...

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Mary Lampkin

Mary Lampkin

Office Manager

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Mary serves as the Office Manager at Alderfer Bergen & Co. Her responsibilities include: opening new accounts, coordinating communication with outside investment companies, processing all incoming customer transfer requests, processing...

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Jason Gergely

Jason Gergely

Wealth Advisor

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Jason Gergely is the newest member of our team. Jason’s passion for helping people realize their potential started out early growing up in the farming community of Wilkinson, Ind. Jason studied marketing and broadcast journalism at...

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Sara Boyd

Sara Boyd

Client Relations Specialist

574.267.6766
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Sara Boyd is the Client Relations Specialist at Alderfer Bergen & Co. She communicates with clients and schedules appointments. Sara graduated from Indiana University...

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Heather Emelio

Heather Emelio

Client Service Assistant

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Heather Emelio has been at Alderfer Bergen since October 2015. She is a Client Service Assistant and is most likely the first person you see when you visit our office in person, or that you hear when you call us by phone. She enjoys...

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Roger Grossman

Roger Grossman

Marketing/Media Coordinator

574-551-5033
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Roger Grossman has joined the Alderfer Bergen team to coordinate and direct the many digital and terrestrial platforms we use to distribute money-saving and wealth-building tips to people in our community. He will be managing and...

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