South Burlington, VT Office

Matthew Gibbs is a financial advisor with Berger Financial Group in Burlington, VT, holding a Series 66 designation and five years of industry experience. His prior work includes roles at N B T Bank, LPL Financial, and Ameriprise. Outside of advising, he has experience working in the hospitality and retail sectors. Berger Financial Group serves individuals, families, trusts, businesses, and retirement plans with discretionary wealth management and comprehensive financial planning. The firm employs proprietary, long-term investment strategies developed by an Investment Committee and offers services including tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom.

Rebecca Fetterman is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at Berger Financial Group since 2022 and previously held roles at M. Kraus & Company and Copper Leaf Financial. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting, utilizing proprietary long-term investment strategies developed by an Investment Committee.

Amy Fracaro Choate is a financial advisor with Berger Financial Group in South Burlington, VT, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors spanning over a decade. She is also involved in the sale and review of life and long-term care insurance products. Berger Financial Group serves individuals, families, trusts, estates, businesses, executives, and retirement plans, offering discretionary wealth management and comprehensive financial planning. The firm employs proprietary long-term investment strategies primarily managed on a discretionary basis, with portfolios that include stocks, bonds, mutual funds, ETFs, and options.

Kristin Anderson is a financial advisor at Berger Financial Group with a Series 65 designation and one year of industry experience. Her prior work history includes positions at Gravie Inc and Baker Tilly, as well as five years at Creighton University. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive financial planning primarily through proprietary, long-term investment strategies developed by an Investment Committee.