Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Bright Star Financial Advisors
Team photo for Bright Star Financial Advisors

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Our advisors

Advisor photo for Adam C Serr

Adam C Serr

MBA, CFP®

Private Wealth Advisor

Learn more about Adam C Serr Visit Adam C Serr's website
Advisor photo for Brian Singleton

Brian Singleton

MBA, CFP®, CRPC, APMA®

Financial Advisor

Learn more about Brian Singleton Visit Brian Singleton's website
Advisor photo for Shayla Kelley

Shayla Kelley

ChFC®, APMA®

Financial Advisor

Learn more about Shayla Kelley Visit Shayla Kelley's website
Advisor photo for Cory Dunn

Cory Dunn

APMA®

Associate Financial Advisor

Learn more about Cory Dunn Visit Cory Dunn's website
Advisor photo for Braden Blaine Perrenoud

Braden Blaine Perrenoud

CFP®, APMA®

Financial Advisor

Learn more about Braden Blaine Perrenoud Visit Braden Blaine Perrenoud's website
Advisor photo for Chandler Serr Jr.

Chandler Serr Jr.

APMA®

Financial Advisor

Investment Specialist
Learn more about Chandler Serr Jr. Visit Chandler Serr Jr.'s website


Our team

Kristin Bergeson

Kristin Bergeson

Paraplanner

Personal Intro

Kristin has been working in the financial advising/investing industry since 2013. Previously, she worked in the financial industry since 2005.

Qualifications

  • Series 6 License

  • Life Insurance License

Roles & Responsibilities

  • Kristin takes a lot of the phone calls and is always helping our clients feel comfortable and welcome when they come to visit.
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