Ronald F. Bergmann

President

How I can help you

As a dedicated investment professional, Ron analyzes each client’s individual needs and develops comprehensive strategies to help them achieve their financial goals. He considers himself a “financial wealth coach” and offers his clients advice and guidance on every aspect of their financial lives. As a “fiduciary”, Ron believes that offering solid advice that is timely and specific to the client’s needs, is the key to success.

What makes Ron knowledgeable

Ron has been helping clients achieve their goals for more than 40 years. He currently manages more than $375 million in client assets. Ron’s securities licenses include Series 6, 63,7 and 65. He is an Investment Advisor Representative and is also a licensed life insurance agent. Ron holds Master’s degrees in Economics and English from Queens College.

Getting to know Ron

Ron has a deep love of baseball, and is a big  NY Yankee fan. ”Field of Dreams” is one of his favorite movies. In it, an Iowa farmer hears a voice saying, “if you build it, he will come.” This quote reflects how Ron built his business. He created a practice with sound investment advice and put the needs of his clients first. His philosophy is simple, and is built on the premise that “ client’s don’t plan to fail, but they do fail to plan”.  

Christopher Bergmann

Vice President

How I can help you

As a Registered Fiduciary, with a strong focus on building relationships, Chris develops financial plans designed to help each client achieve their individual goals. Whether they’re looking to buy a home, saving for a child’s education, plan for retirement or accumulate wealth for the future, Chris helps make those dreams become a reality.

What makes Chris knowledgeable

Christopher joined his father at American Premier Financial Group in 2015, after spending 16 years working in Informational Technology for Suffolk County. Chris is an Investment Advisor Representative and holds Series 7 & 66 securities licenses as well as Life, Accident & Health. Chris is a 2001 graduate from Hofstra University. Chris holds a post-graduate degree in information technology.

Getting to know Chris

In his spare time, Chris enjoys taking photographs, riding his motorcycle and spending time with his wife and his two children.

Geoffrey Brown

Registered Assistant

How I can help you

Geoffrey Brown comes to American Premier Financial Group with a wealth of experience, having spent the past ten years as a Compliance Officer. Geoff has excelled in navigating complex regulatory issues and will be instrumental in ensuring that our practice adheres to the highest standards of integrity and transparency. 

Geoff’s transition from compliance to a client – facing role, reflects his commitment to servicing the needs and goals of our clients.  He is passionate about his role and brings a unique blending of regulatory knowledge and personalized financial planning skills to our practice. 

What makes Geoff knowledgeable

Geoff is an Investment Advisor Representative and whose securities licenses include Series 7, 14, 24 63, 65 and series 99. Geoff is a 2013 graduate of Gordon College earning a Bachelor of Arts degree in Business Administration.

Getting to know Geoff

In his spare time, Geoffrey enjoys playing competitive softball, is an accomplished golfer and spending quality time with his wife, Claudia.

Cheryl Maher

Administrative Assistant

How I can help you

Although Cheryl is relatively new to the financial services industry, she has extensive experience in the customer service arena. Before joining American Premier Financial Group in 2022, Cheryl spent over 20 years as an office manager working for a dentist until his retirement.

What makes Cheryl knowledgeable

Looking to establish a new chapter in her life, Cheryl decided to use her managerial and inter- personal skills and join our team as a sales assistant. Her ability to interact with clients and service their needs has made her a valuable member of the APFG team.  In her role as a sales assistant, Cheryl is responsible for all service- related issues and does so in a manner that clients enjoy speaking to her directly. Her pleasant smile and professional demeanor invite clients to call her, and she is always prepared for anything that is presented to her. 

Getting to know Cheryl

Cheryl is married to her husband (a NYC firefighter) and together they have two sons. Cheryl is a very energetic individual who devotes herself to her family. When she is not acting as a soccer mom or family chauffeur, Cheryl is an accomplished cupcake maker and chocolatier. Her tasty treats can be seen via her business at Cher-Bear’s Treats, LLC  

Alison Fay

Administrative Assistant

How I can help you

Alison is a seasoned sales assistant with comprehensive experience in the financial markets. Alison is a true professional, with a background in sales and an understanding of how to build client loyalty. She is a dynamic individual whose focus is servicing all aspects of our clients’ needs.

What makes Alison knowledgeable

Alison brings an advisor- centric viewpoint to her role with our firm. Prior to leaving the industry to raise her family, Alison was a financial advisor with Morgan Stanley as well as Citibank. After returning to the work force, Alison spent time as a financial services representative with Teacher’s Federal Credit Union. She is skilled in collaborating with clients to maintain relationships and provide them with support and account guidance. Alison is a graduate of St. Joseph’s College in Patchogue, NY and holds a Bachelor of Sciences degree in Business Administration

Getting to know Alison

In her spare time, Alison loves the outdoors. She enjoys skiing, kayaking, and running. She is very family oriented and spends time with her husband and five children.