Michael Bergen, CIMA®
Partner, Managing Director

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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.