It's your destination; we just help you get there. Meet Our Team Amy E. Fracaro-Choate, CRC® Financial Advisor 802-662-1606 afchoate@bellwealth.com Blaine M. Conklin, CFA® Chief Investment Officer 763-999-5583 blaine@bergerfinancial.com Breanna L. Dupras Operations Analyst/Trader 802-662-1604 breanna@bellwealth.com Lisa L. Russell Paraplanner 802-662-1611 lrussell@bellwealth.com Mark A. Berger, CFP®, EA Financial Advisor, Principal 763-746-2666 mark@bergerfinancial.com Matthew Gibbs, MBA Paraplanner 802-662-1553 mgibbs@bellwealth.com Miles Holbrook, EA Tax Advisor (802) 662-1612 miles@bergerfinancialgroup.com Rebecca Fetterman, CFP® Financial Advisor (802) 662-0005 rfetterman@bellwealth.com Tyson R. Pettitt VP of Mergers & Acquisitions 802-923-3019 tyson@bellwealth.com Get started Name Email Address Phone Message Thank you! Oops!
