About

Colin O. Anderson, AIF® is a retirement plan specialist with our affiliate Vantage Financial Group Inc.  For our retirement plan clients, Colin consults on plan design, fiduciary compliance and regulatory issues.  He develops investment policies for our clients’ retirement plans, conducts due diligence monitoring of investment managers, facilitates investment committee meetings, benchmarks plan costs and services, and assists with fund selection.

He joined the firm in 2009 as an employee benefits consultant specializing in employer-sponsored qualified retirement plans. Prior to joining Vantage, Colin spent the previous eight years in Eastern Pennsylvania working with employers in the design, implementation and ongoing support of complex employee retirement programs.  Colin’s unique capabilities include implementing useful techniques for employers to obtain more satisfactory participation levels in 401(k) plans and the understanding that participants have of the value of their plans.  Colin earned the AIF® Designation from the Center for Fiduciary Studies in 2012. The AIF Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. Colin currently holds FINRA Series 7, 63 and 65 registrations and Life, A&H and VA licenses and is a Representative of Cetera Advisor Networks LLC.  Colin is a cum laude graduate of Colby-Sawyer College in New London, NH with a B.A. in Business Administration.

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Brooks Bergner, CLU, ChFC, RHU is an account executive with our affiliate AssuredPartners, Inc., providing advanced design, implementation and service expertise in the areas of large-employer benefit plans and other risk-management programs.  Brooks was the founder of Brewster Benefits, Inc. and co-founder of Advanced Benefits Advisors, LLC, two highly respected Denver employee benefits consulting companies, and he was co-founder of Piney Creek Digital, Inc., a developer of digital resources for human resources executives.

Brooks earned his B.A. Economics, Washington College, Chestertown, Maryland.  After graduating from Officer Candidate School, served in the U.S. Navy as an Intelligence Officer. During aircraft carrier-based deployments, gained skills in project management, personnel management, accountability, security systems, tactical and strategic planning, logistics and operations. Honorably discharged.  (Brooks Bergner of AssuredPartners, Inc. is not affiliated or registered with Cetera Advisor Networks LLC.  Advice provided by Brooks is made on behalf of The Richards Financial Group, Inc. and AssuredPartners, Inc. and is not related to Cetera Advisor Networks LLC or its registered representatives.)

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Dave Campbell, CRM is a Certified Risk Manager with our affiliate AssuredPartners, Inc., having over 25 years experience in commercial lines insurance. He started his career as a Loss Prevention Manager and, as such, developed safety programs and s conducted safety training for clients.  Dave progressed to commercial lines sales and his clients have included Auto Dealers, School Districts, Non-Profits and Contractors. He specializes in helping employers lower their overall cost of risk by identifying hazards and creating programs that protect them from losses. (Dave Campbell of AssuredPartners, Inc. is not affiliated or registered with Cetera Advisor Networks LLC.  Advice provided by Dave is made on behalf of The Richards Financial Group, Inc. and AssuredPartners, Inc. and is not related to Cetera Advisor Networks LLC or its registered representatives.)

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