Meet Our Advisory Team
Connect with one of our trusted Financial Advisors in Northern Indiana. We are here to be a partner with you on your financial journey and help you make well-informed, important life decisions related to your wealth. Please contact our Warsaw, IN advisory team if we can be of service.
Connect with Us
Managing Directors
Michael Bergen, CIMA®
Partner, Managing Director
Michael (Mike) is a Partner and Managing Director for the Beacon Pointe Warsaw, Indiana, office. With a strong background in investment management, Mike specializes in building customized portfolios tailored to the unique goals of individuals, families, and organizations. Mike began his career with Alderfer Bergen & Co., which joined Beacon Pointe Advisors in 2025, bringing his deep knowledge and strategic insight into portfolio construction to the broader Beacon Pointe team. He holds a bachelor’s degree in Economics from Indiana University and serves on multiple nonprofit boards in an advisory capacity. A lifelong resident of Warsaw, Mike and his wife, Casey, are proud to be raising their four sons, Nick, Alex, Ben, and Will, with a strong commitment to community involvement. As Co-Founder of the KC Riley Kids Fund, he is passionate about giving back and advocating for underserved populations. Mike brings the same spirit of stewardship to his personal and professional life, guided by a deep sense of gratitude and responsibility to contribute meaningfully to his clients and community.
Wealth Advisors
Client Service & Operations
Sara Boyd
Senior Executive Assistant
Sara is a Senior Executive Assistant for the Beacon Pointe Warsaw, Indiana office, bringing over a decade of client service and operations experience to the team. She previously served as a Client Relationship Specialist with Alderfer Bergen & Co., prior to its acquisition by Beacon Pointe Advisors in 2025. With exceptional organizational skills and a sharp attention to detail, Sara manages advisors’ calendars and maintains client data with accuracy and care. Known for her warm and personable nature, Sara has a unique ability to remember the details that matter most to clients, making her a trusted resource for both colleagues and the clients Beacon Pointe serves. She is an alumna of Indiana University and a lifelong Hoosier, having grown up in Syracuse, Indiana. Outside of the office, Sara enjoys relaxing weekends at Dewart Lake with family and friends. She and her husband, Paul, love to travel and explore new destinations. At home, they spend their time watching sports, reading, tending to their flower garden, and enjoying the company of their pets.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
