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Cardinal Wealth Advisors
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John Bergstrom, CFP®, ChFC®, CLU®
Principal
John started Cardinal Wealth Advisors in 2005 in order to provide financial advice to individuals on a more personal level than from within a large firm. John prides himself on knowing each client, allowing him to be in sync with their needs and goals in order to to suggest new ideas that could be of benefit. John has been a Certified Financial Planner (CFP®) for 15 years and also holds the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations. John also has been a member of the United States Navy Reserves since 1998.
Philip Schimke, CIPM®
Investment Operations
Phil joined Cardinal Wealth Advisors in 2018 and is responsible for investment selection and monitoring, and spearheading the firm's sustainable investing process. He also makes sure all data and technology platforms are accurate and consistent. He has been in the wealth management arena since 1997, holds a certificate in investment performance measurement from the CFA Institute and a degree in Economics from the University of Minnesota.