Dan Lord
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Katie
Villanova University 1999-2003
Major Developmental Psychology Minor Business Administration
Summit Insurance Group, Broomall Pa 2003-2006
Commercial Insurance, Executive Assistant/ Account Manager
Bergey’s Lacrosse2004-Current
Assistant Director, Vice President
Katie and her husband have been married for 10 years and currently live in Mechanicsburg Pa. They have four children Austin 9, Kendall 8, Colton 5 and Peyton 3. Before moving to central Pa they lived in Springfield, Pa. They moved to the Harrisburg area when her husband a job promotion with Key Advisors’ Group in Camp Hill. During this time, Katie was home full time with her children and took the initiative of assisting Josh in expanding his career and later developed his own financial advisory group, Bergey Financial.
A passion for the Bergey family is youth lacrosse. Bergey’s Lacrosse began as a summer camp for youth lacrosse players in the Philadelphia Area. When Katie and her family moved to Central Pa, they brought their passion for lacrosse with them. Bergey’s Lacrosse has held summer lacrosse camps in Carlisle for the last four years. Additionally, the Bergeys have been involved with coaching other local youth lacrosse programs. The Bergeys show their support for other local lacrosse organizations by volunteering their time and donating tuition to organizational fundraisers. In 2013, Bergey’s Lacrosse started Team Money, a traveling youth lacrosse tournament team. Katie, or “Coach Mom” as the players call her, oversees all of the organization and administrative aspects of Bergey’s Lacrosse. Katie feels it is crucial to make all players and parents feel as if they are a part of the Bergey family. Katie values the parents’ involvement, and knows the importance of really listening to the thoughts and concerns of every parent.
Josh Bergey
Salisbury University 1998-2002
Major Communications Minor Business Management
Bergey’s Lacrosse2004-Current
Director, Owner and President
Key Advisors Group, Partner 2008-2013
Retirement, Estate and Wealth Advisors
Bergey Financial, Owner and Director 2013- Current
Retirement and estate-planning strategies. Bergey Financial also works with local attorneys to implement tax saving strategies and estate continuation.
Financial Advisory Licenses
Life, Health and Disability
Fixed and Indexed Annuity
Financial Education/Exams
Series 63-Uniform Securities Agent State Law
Qualifies an individual as a securities agent and allows them to become a limited registered representative that is able to solicit orders for corporate debt and equity securities. Some of these debt and equity securities include bonds, warrants, preferred and common stock.
Includes the principles of state securities regulation described in the Uniform Securities Act and the rules and regulations associated with soliciting customers and handling accounts.
Series 6- Investment Company Products/Variable Contracts Limited Representative
Qualifies the candidate to function as a principal for the purchase, sale, or solicitation of redeemable securities and any contracts issued by an insurance company including insurance premium funding programs and variable contracts.
Josh began working with Key Advisors Group in 2008 and became partner in 2010. After a successful career with Key Advisors Group, he decided to expand his practice and founded Bergey Financial in 2013.
Josh, and his wife Katie, married in October 2005. They currently have four children: Austin, Kendall, Colton, and Peyton. The Bergey Family currently resides in Mechanicsburg, Pennsylvania. Josh’s greatest moments are those spent with his family.
Josh works in all areas of retirement and estate-planning strategies. He qualified for National Life’s President’s Club* several times, and was also named 2008 Rookie of the Year.