Billie Danicek

With nearly 30 years in the financial services industry, Billie is “client concierge” for Bergman Wealth Management Group.  She goes above-and-beyond to serve our clients’ needs, whether to facilitate an account transaction, fund a retirement account, coordinate a meeting or event, manage the back office team or just check up on a client.  She is the team’s invaluable connective tissue. Billie holds her Series 66 and Series 7 registrations issue by the Financial Industry Regulatory Authority (FINRA).