Boerne, TX Office

Chase Bergin is a financial advisor at J.W. Cole Advisors, Inc. with five years of industry experience. He holds a Series 65 designation and has prior work experience that includes roles at David Weekley Homes, Ken Batchelor Cadillac, and the Texas A&M University System. Outside of his advisory role, Bergin is involved in insurance and annuity sales through Bergin Financial Group, Inc. J.W. Cole Advisors operates a large network of independent advisers offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary management and digital advice providers.

Trevor Bergin is a financial advisor with J.W. Cole Advisors, Inc. in Boerne, Texas, holding a Series 65 license and two years of industry experience. Prior to joining J.W. Cole Advisors, he worked for over a decade at Ken Batchelor Cadillac. Outside of his advisory role, Bergin is involved in life insurance and annuity sales through his position as President and Agent at Bergin Financial Group, Inc. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, and access to various managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Kirk Bergin is a financial advisor with J.W. Cole Advisors, Inc. and holds Series 63 and Series 65 licenses. He has 15 years of industry experience and has operated Bergin Wealth Management LLC since 2010. Bergin also owns Bergin Investment Management, LLC and serves as CEO and agent of Bergin Financial Group, Inc., which focuses on life insurance, fixed annuity, and long-term care insurance sales. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to third-party managers, with investment decisions implemented on a discretionary or non-discretionary basis.