Kirk@BerginInvest.com

With more than three decades of experience in the financial industry, Kirk Bergin excels in constructing and managing smart, efficiency-focused portfolios. He utilizes a unique GPA and Risk Management scoring system to tailor strategies that meet the specific objectives of each client. Beyond his professional life, Kirk enjoys reading, traveling, running, and staying active with tennis and pickleball. He is deeply family-oriented, having been married for more than 36 years. Kirk is the proud father of three children, with two daughters-in-law, one son-in-law, and seven wonderful grandchildren.

Chase@BerginInvest.com

Chase Bergin manages the day-to-day operations of Bergin Financial Group. He assists with investment research, portfolio design, and trade execution. As a proud graduate of Texas A&M University, Class of 2016, Chase brings a strong educational foundation to his role. Outside of work, Chase is a passionate foodie who loves cooking, fine wines, and traveling. He also enjoys research, trivia, music, and sports. Chase is a proud husband and the father of a beautiful daughter.

Trevor@BerginInvest.com

Trevor Bergin is a dedicated Financial Planner who specializes in developing tailored strategies to help clients achieve their financial goals. A proud graduate of Texas A&M University, Class of 2012, Trevor brings a disciplined and results-oriented approach to financial planning. Outside of the office, Trevor has a passion for endurance running. He has completed three marathons and an ultra-marathon. His interests include reading, coaching youth sports, and pickleball. A natural goal-setter, Trevor thrives on challenges both in his personal and professional life. He is married and is a proud father of three beautiful children.

Joel comes to the family business with a unique background and strong work ethic. A proud 2014 graduate of Texas A&M University, Joel spent eight years in the commercial construction industry working as a superintendent where he honed his leadership, problem-solving, and project management skills. He also gained valuable experience in the automotive industry, further shaping his ability to serve clients with dedication and precision. Outside of work, Joel enjoys spending time with his wife and three children. He’s an avid outdoorsman who loves hunting and working on projects at the family farm.

Not affiliated with J.W. Cole Advisors, Inc.

Shelly has over 25 years of experience as a Registered Nurse and 16 years as an insurance claims adjuster, giving her a unique blend of medical and insurance expertise. A lifelong San Antonio resident, she loves helping people and is passionate about guiding clients through Medicare decisions. Outside of work, she enjoys traveling and spending time with family.

With over 30 years of experience in education, financial bookkeeping, and office management, Deb brings strong organizational skills and a proven ability to support teams at every level. A proud mother of two and grandmother of four, she lives in Boerne, Texas. Her background, attention to detail, and dedication to service make her an asset as Office Manager for our financial firm. Her skill set ensures smooth operations and exceptional client care.