Team
Darcy Bergen, CRFA
Managing Partner
AZ License #: 7714485 As the founder of Bergen Financial Group, Darcy Bergen brings over 22 years of experience in the financial services industry. Darcy is a Certified Retirement Financial Advisor (CRFA) and is a NAFA member (National...
Heather Bergen
Managing Partner
AZ License #: 16379845 Heather Bergen serves as Managing Partner with Bergen Financial Group. Prior to joining Bergen Financial Group, Heather was Manager of Technical Documentation for Mphasis an HP Company - Healthcare Solutions...
Bryan Little
Financial Advisor
AZ License #: 6747652 Bryan Little has been providing financial guidance for clients since 1995. Bryan is a native of Arizona and received his bachelor's degree from Arizona State University. He also completed a commercial airline pilot...
Debra O’Connell, CFF
Wealth Manager
AZ License #: 18097482 Debra O'Connell joined Bergen Financial Group in 2016. She brings to the group over 20 years of customer service experience, as a valued addition to our team. As a financial advisor helping clients plan for...
Donald Dirren
Wealth Manager
AZ License #: 661009 With over 36 years of experience in financial services, Donald joined Bergen Financial Group in 2012. He graduated from Arizona State University in 1985. As an owner of two independent brokerage firms, he has a...
Jeremy Erisman
Financial Advisor
AZ License #. 19407275 Jeremy recently joined Bergen Financial Group in January of 2021. He is a registered Investment Advisor Representative, Securities Licensed and also Life/Health Insurance licensed. He is excited to help others,...
Kenneth Heydon
CLU, CLTC, CFBS, LUTCF
AZ License #: 720740 Kenneth Heydon has been in the financial services industry since 1992. Kenneth has a degree in Business Education from Montana State University Billings. He grew up on a family farm...
Philip Henry
Wealth Manager
AZ License #: 3377608 A financial advisor with almost 20 years experience. Phil is a New England native and graduate of Southern New Hampshire University. His practice has focused on advising individuals and small businesses in the...
Anne Leale
Director of Operations
AZ License #: 18480181 Anne oversees the day-to-day operations and has been a member of the Bergen Financial Group team since April 2016. She started her career in the financial services industry in 2006 and is a seasoned professional...
Ashley Price
Marketing Coordinator
Melissa O'Banan
Business Development Specialist
Ronita Siverhus
Client Services Specialist