About Us

The Bergstrom Group consists of seven professionals who are part of a larger firm, Focus Financial. As part of our affiliation, we have a relationship with over 110 financial advisors who specialize in various areas of financial planning. If we don't have the answer to your question, we can find the answer through our additional professional resources.

As one of the largest independent, non-proprietary advisory firms, Focus Financial has more than $3 billion in total client assets. We've been ranked as one of the metro area's Top 50 Wealth Management Firms and one of the top 10 Certified Financial Planning firms by the Minneapolis St. Paul Business Journal*.


Bill Bergstrom, CFP®
Retirement & Estate Specialist
Executive Officer, Focus Financial Network

With more than 30 years of experience in the financial services industry, Bill specializes in retirement and estate planning for higher net worth individuals. He has been ranked a Top 25 Wealth Advisor in Minnesota by the Minneapolis/St. Paul Business Journal.* Bill is an Executive Officer and board member of Focus Financial Network, Inc. He has his B.A. degree in Business Administration and a minor in Economics from the University of Minnesota, Duluth.

Bill is an active member of the Financial Planning Association (FPA) and a Certified Financial Planner TM (CFP) and regularly speaks on retirement income generation and estate planning issues at industry events. He also enjoys mentoring advisors and beginning investors.

As the leader of our Comprehensive Wealth Management Services team at The Bergstrom Group, Bill is responsible for implementing and overseeing best practices for managing client relationships, developing customized and comprehensive financial plans, implementing tax management strategies, providing tailored and simplified estate planning and directing personalized income and growth investment strategies.

Bill enjoys spending time with his wife Bev and their two kids at home, at their cabin or traveling. He especially appreciates the outdoors, whether it's spending time planting trees, chopping wood, doing yard work, biking, hiking, fishing or hunting. Bill also enjoys following our Minnesota sports teams.


Chad Steeves, AWMA®
Senior Financial Advisor
Retirement & Estate Specialist 

Chad joined The Bergstrom Group at Focus Financial in 2008 and brings more than 30 years of experience in the financial services industry to the team. He is an Accredited Wealth Management Advisor® and specializes in addressing the complex financial issues faced by higher net worth clients.

As a partner in our Comprehensive Wealth Management Services team, Chad is responsible for managing client relationships, developing customized and comprehensive financial plans, implementing tax management strategies, providing tailored and simplified estate planning and managing income and growth investment strategies.

Chad and his wife Cathee have one son, and he enjoys spending time with his family, boating on the St. Croix River, restoring classic cars, and pheasant hunting with his dogs.


Scott Mullinix, CFA® Charterholder
Investment Director 
Senior Financial Advisor

Scott joined The Bergstrom Group at Focus Financial in 2017 and brings more than 20 years of expertise in the financial services industry to the team. He is Chartered Financial Analyst® Charterholder and has vast experience selecting stocks as a portfolio manager and investment analyst, and prior experience in personal financial planning.

As a partner in our Comprehensive Wealth Management Services team, Scott is responsible for managing and directing our investment matrix for income and growth investment strategies, managing client relationships, developing customized and comprehensive financial plans, implementing tax management strategies and providing tailored and simplified estate planning.

Scott and his wife Ann have three children and he enjoys spending time with his family at home or at the cabin, golfing, running, biking, reading and following Minnesota sports teams.


Shelly Groshens, CRPC®
Senior Client Service Manager 

Shelly joined The Bergstrom Group at Focus Financial in 1996 and brings more than 20 years of expertise in the financial services industry to the team. Since joining, she has earned the Chartered Retirement Planning Counselor® designation.

As a part of our Comprehensive Wealth Management Services team, Shelly is responsible for managing investment transactions, money requests, post-meeting communications, general account inquiries and broker/dealer service issues.

Shelly enjoys spending time with her husband Rich, her two children and granddaughter, as well as spending time outdoors. She also enjoys traveling, home decorating, crafting and entertaining friends and family.


Krista Goodwin

Operations Manager 

Krista joined Focus Financial in 2004 and has worked with The Bergstrom Group since 2012. She brings more than 15 years of administrative expertise in the financial services industry to the team. Krista earned a Bachelor of Science in psychology from the University of Northwestern in St. Paul, MN.

As part of our Comprehensive Wealth Management Services team, Krista is responsible for supervising the client database, preparing, processing and managing all account paperwork and quarterly advisory fee billing and providing executive assistance.

Krista and her husband Josh have two daughters who keep them very busy with church activities, community theater and school events. She and her family enjoy spending time together watching movies, boating and swimming. Krista also enjoys scrapbooking, photography and singing on the worship team at her church.


 

Alissa Gustafson
Executive Assistant 

Alissa joined The Bergstrom Group at Focus Financial in 2019 and brings more than 20 years of business expertise providing administrative, communications, event planning and budgeting support. She has also worked in education as a teacher, tutor and volunteer.

As part of our Comprehensive Wealth Management Services team, Alissa is responsible for providing executive assistance, managing our client service model, scheduling, preparing for meetings, managing special service requests and planning and coordinating client appreciation projects and events.

Alissa and her husband Jon have two children who keep them busy with band, swimming, theater, church activities, and school events. She and her family enjoy hiking, camping, spending time with friends, and watching movies together. Alissa also enjoys scrapbooking and traveling.


Krista Goodwin and Alissa Gustafson are not registered with Royal Alliance.

*Ranking is based on total client assets under management for the firm.

**Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experiences a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.