It's your destination; we just help you get there. Meet Our Team Philip S. Spillane Principal, Financial Advisor 802-662-1612 pspillane@bellwealth.com Tyson R. Pettitt Managing Director, Financial Advisor 802-923-3019 tyson@bellwealth.com Amy E. Fracaro-Choate, CRC Financial Advisor 802-662-1606 afchoate@bellwealth.com Lisa L. Russell Paraplanner 802-662-1611 lrussell@bellwealth.com Anthony H. Reynolds Marketing and Communications Specialist (763) 999-5593 anthony@bergerfinancial.com Blaine M. Conklin, CFA® Chief Investment Officer 7639995583 blaine@bergerfinancial.com Keri A. Port Paraplanner (763) 999-5573 kport@bergerfinancial.com Mark A. Berger, CFP®, EA Chief Economist, Tax Strategist 7637462666 mark@bergerfinancial.com Get started Name Email Phone Message Thank you! Oops!
