Kristin Bergeson

Kristin Bergeson

LPL Registered Sales Assistant

Kristin began her financial services career in 2005 and joined our team in 2013 asĀ our Marketing Assistant. She became a LPL RegisteredĀ Sales Assistant in 2015. Kristin is our New Account Specialist and ensures that all paperwork meets compliance regulations. Not only does she support Adam and Trever with their clients, but also assists with Marketing events. She is highly dedicated and organized with an emphasis on providing excellent member service.

In her spare time, Kristin loves to spend time with her family, read and ride her horses.

Phone (208)535-2817
Fax (208)523-4755