BERGANKDV, LTD
Robert M. is an accomplished finance executive with extensive experience in various leadership roles. Currently serving as the Director of vCFO Services and Division CFO at Creative Planning Business Services, and as Chief Financial Officer at United Capital Financial Advisors, LLC, Robert also holds the position of CFO at BERGANKDV WEALTH MANAGEMENT, LLC. With a strong background in managing financial structures, implementing internal controls, and driving efficiency, Robert's past roles include CFO at TrustedChoice.com and interim CFO at Salo LLC. Notable achievements include co-founding HealthSpan Solutions Inc. and securing a $10 million seed round from international venture capital. Robert's educational credentials include a BS in Management from Cardinal Stritch University and a Bachelor of Science in Accounting from St. Cloud State University.
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BERGANKDV, LTD
Creative business, financial and technology solutions to up-level and differentiate your business.