Our Firm

 
Jonathan Pyne
 
 
Jonathan Pyne was raised in Robbinsdale, Minnesota. He attended Robbinsdale High School, Hamline University graduating with a degree in history in 1974 and received his Masters Degree from Princeton in 1977. Jonathan worked in the non-profit industry until 1994. In 1994 he entered the financial services industry. He incorporated Evergreen Financial Group in 1998.
 
Jonathan is a Registered Representative with Berthel Fisher & Company Financial Services, Inc. (BFCFS) and has nineteen years experience in financial planning and money management. Jon has extensive experience in asset allocation, retirement planning, college funding and asset preservation. Jon is qualified and licensed to utilize every investment vehicle including stocks, bonds, mutual funds, annuities, life insurance, etc. He believes it is essential to have every available investment and estate-planning tool at his disposal in order to benefit his clients. He is recognized as an Investment Advisor Representative through BFCFS. Jon is  a member of the Minneapolis City of Lakes Rotary, Olivia Masonic Lodge #220 and the Financial Planning Association.
 
 
 
Amanda Cooney
 

Amanda has been with Evergreen Financial Group since 2004. She received her Bachelor of Science degree in Marketing from St. Cloud State University in 2003.  She is securities licensed as a Registered Assistant with Berthel Fisher & Co. Financial Services, Inc., and holds her Series 7 and 63 licenses.

She is also a member of the AAUW (American Association of University Women).

 

 

Frank Rezack

frank@berthelrep.com

Frank has been an Independent Financial Advisor with Berthel Fisher Financial Services since 2001. He attended Concordia College in Moorhead, University of Minnesota Twin Cities and Carlson School of Management. Frank has over 20 years experience in financial planning and wealth management.

Frank is qualified and licensed to utilize every investment vehicle including stocks, bonds, mutual funds, annuities, life insurance, etc.

Frank is an avid hiker and has hiked both the Lake Superior National Trail and the Appalachian Trail. He likes to cook and loves great food and wine...not necessariliy in that order.