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April Bortscheller

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April Bortscheller

President & COO | Berger Financial Group, Inc

Minneapolis, Minnesota, United States

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April Bortscheller

Summary

April Bortscheller is an accomplished financial executive with a wealth of experience in wealth management and financial planning. As the President and COO of Berger Financial Group, she combines macro-level analysis with personalized client service to help clients achieve their financial goals. With a CFP certification and extensive experience in M&A succession planning, she is dedicated to refining processes to enhance client experience. April is also committed to mentoring women in business, reflecting her passion for empowering future leaders. Her military background in the Army National Guard adds a unique dimension to her leadership style and resilience. Outside of work, she enjoys quality time with her family in Minnesota, balancing her professional and personal life. April's recognition as one of the Top Women in Finance underscores her impact in the industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

April Bortscheller

Work Experience

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President & COO at

Berger Financial Group, Inc

September 2022 - Present

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Financial Advisor, CFP ® & Vice President of Operations at

Berger Financial Group, Inc

January 2016 - September 2022

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CFP ® at

Berger Financial Group, Inc

August 2010 - January 2016

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Portfolio Accountant at

Berger Financial Group, Inc

August 2006 - August 2010

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Logistics Coordinator at

Echo Global Logistics

June 2004 - August 2006

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April Bortscheller

Education

Minnesota State University, Mankato

January 2008 - January 2010

University of Minnesota Twin Cities, Bachelor Of Arts (Ba)

January 2000 - January 2005

Frequently Asked Questions about April Bortscheller

What is April Bortscheller email address?

April Bortscheller's primary email address is *****@bergerfinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does April Bortscheller work for?

April Bortscheller is a President & COO at Berger Financial Group, Inc, a company specializing in Functions related to depository banking.

Where April Bortscheller graduated from?

April Bortscheller holds a degree in Certified Financial Planning from Minnesota State University, Mankato.

How can I directly contact April Bortscheller?

To contact April Bortscheller directly, you can use the email address *****@bergerfinancial.com. Complete contact information is available upon registration with Muraena.

Who is April Bortscheller?

April Bortscheller is an accomplished financial executive with a wealth of experience in wealth management and financial planning. As the President and COO of Berger Financial Group, she combines macro-level analysis with personalized client service to help clients achieve their financial goals. With a CFP certification and extensive experience in M&A succession planning, she is dedicated to refining processes to enhance client experience. April is also committed to mentoring women in business, reflecting her passion for empowering future leaders. Her military background in the Army National Guard adds a unique dimension to her leadership style and resilience. Outside of work, she enjoys quality time with her family in Minnesota, balancing her professional and personal life. April's recognition as one of the Top Women in Finance underscores her impact in the industry.

April`s contact details

mail

*****@bergerfinancial.com

*****@bergerfinancialgroup.com

Colleagues

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Nick Asmus

Chief Executive Officer

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Patrick Noll Cpa

Chief Financial Officer

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April Bortscheller

Financial Advisor, Certified Financial Planner ® and Vice President of Operations

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Crpc Kristi Sanz

Vice President of Business Development

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Anthony Reynolds

Vice President of Operations

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Blaine Conklin Cfa

Chief Investment Officer

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Tyson Pettitt

Managing Director

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