08/26/2026
We’re excited to welcome a new member to our team! 🎉
We thought the best way to introduce him would be to let him tell you a little about himself.
Here’s what Chad has to share. Welcome to the team, Chad!
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I’m Chad Bergstrom, a financial advisor with more than five years of experience in financial services. I grew up on a farm and ranch just outside of Wilcox, where I learned early the value of hard work, genuine relationships, and looking out for the people around you. Those lessons continue to shape who I am today.
After graduating from UNL, I began my career as a teacher. Over time, that path led me into financial services—and it turned out to be a natural fit. I’ve always had a passion for teaching, and today I get to use those same skills to help clients better understand their finances, make informed decisions, and develop a financial plan they can confidently follow.
What I enjoy most is getting to know people and building relationships that last. Life brings different seasons and challenges, and I’m grateful for the opportunity to walk alongside individuals and families as they navigate those chapters and work toward a more confident financial future.
Outside of work, my family keeps me busy. My wife, Samantha, and I have been together since high school and have been married for nine years. We have three kids—Liam (6), Quinn (5), and Remi (2)—who keep us on the go! When we’re not running to activities or cheering on the kids at sporting events, you’ll find us spending time on the farm or exploring a new trail.
This year, our family made the move from Lincoln to Minden, where our two oldest started school this fall. Returning to my roots and having the opportunity to serve people in the communities I call home has always been a dream of mine.
I’m excited for this next chapter and look forward to building meaningful relationships, serving my community, and helping individuals and families feel more confident and prepared for their financial future