Our Staff

Paige Swartzendruber, Lead Financial Planner and Registered Representative

Paige attended the University of Iowa, where she earned a Bachelor’s degree in Marketing and an International Business Certificate. Paige has over 15 years of experience in the financial industry. She holds FINRA securities licenses; 7, 63, 65 as well as her Insurance licenses. Paige believes in giving back to the community. Her most recent contributions include; running for Leukemia Lymphoma Society’s Woman of the Year and serving on The Young Parents Network Board. Outside of the office, she enjoys spending time with her three children, seeing friends and cheering on the Iowa Hawkeyes!

Thomas Berthel, Founder and Consultant

Tom has guided clients with their investments throughout the 35 years he has been in the securities industry. He is the Founder, CEO, President, and Chairman of the board at Berthel Fisher and Company. Tom received his BA from St. Ambrose University and his MBA from the University of Iowa. He holds FINRA securities licenses, insurance licenses and is a licensed Investment Advisor Representative. As a nationally-respected business leader, he has served on multiple boards. Currently he is serving on the board at St. Ambrose University. He is active throughout the community working with various charities. He is involved with the Financial Services Institute, an organization serving independent broker dealers. Tom is also the author of the book, Beyond X’s and O’s which he wrote with former Iowa football coach, Hayden Fry. Outside the office he enjoys time spent with his family, remains passionately involved in the political process and spends his down time enjoying a round of golf.

Stephani Garrison – Administrative Assistant

Stephani has a bachelors degree in Business Administration from the University of Iowa and an Iowa Insurance license.  Her experience includes over 10 years of customer service and office management as well as sales, support and marketing within an insurance agency.   Stephani enjoys contributing to local charities and volunteer work.

Her most recent contributions include serving as President of her condo association, and as an Iowa City Area Chamber of Commerce Ambassador.  Outside of the office, she enjoys spending time with her family, playing the piano and guitar, and attending Iowa Hawkeye sporting events.

Berthel Financial Strategies

4201 42nd St NE STE 100 | PO Box 11340

Cedar Rapids, IA 52410-1340 

p: 319-447-5700

tf: 800-356-5234 

e: [email protected]

 

There are risks involved with investing which may include market fluctuation and possible loss of principal value.  Particular investments may not be suitable for certain situations.  Carefully consider the risks and possible consequences involved prior to acting on an investment decision. Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc.  Member FINRA/SIPC.  Investment advisory services offered through BFC Planning.  Berthel Financial Strategies is independent of BFCFS and BFC Planning.

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