+1 (000) 555-555 contact@example.com
SWP Financial Advisor Pro Client Portal

Thomas Bergeron

Associate Adviser · CFP? candidate

RoleAssociate Adviser
CredentialsCFP? candidate
OfficeMadison, WI
Experience5 years
Direct line+1 (000) 555-506
Book a meeting
Retirement Income

Thomas joined through the firm’s associate adviser programme and supports two senior advisers across plan preparation, client meetings and implementation while completing the CFP curriculum.

The team

Other advisers

Katherine Alden

Managing Principal · CFP?, CFA

Founder and chair of the investment committee, working principally with pre-retirees and retirees.

Springfield, IL
View profile

Marcus Whitfield

Senior Financial Adviser · CFP?, CPA

A CPA turned planner, leading the firm's multi-year tax projection and Roth conversion work.

Chicago, IL
View profile

David Okonjo

Business Owner Practice Lead · CFP?, CEPA

Works with owners on entity structure, retirement plan design and documented succession strategy.

Indianapolis, IN
View profile

Take the first step toward a clearer financial strategy

Our advisers are available Monday through Friday, 8:00 am to 6:00 pm Central. The introductory consultation is complimentary and carries no obligation.

Schedule a Consultation View the fee schedule
Client reviewing market pages ahead of an advisory meeting