Our Team

At Bergstrom Benkendorfer we have over 34 years of combined experience as financial advisors. We are focused purely on helping our clients meet their financial goals and objectives. Meet our team of financial professionals:

Darron Bergstrom – Registered Principal   LinkedIn-Button_zps1044accd

“We truly care about our clients’ success and take pride in watching them achieve their objectives over time. Our personal relationship with each client translates to very hands-on service. That is especially important when helping them plan for their family’s future.” ~ Darron Bergstrom

Darron Bergstrom has worked in the financial services industry for two decades.  After several years at PaineWebber, Inc. and Morgan Stanley Dean Witter, he founded Bergstrom Financial in 1998, with a primary focus of assisting clients in achieving financial independence.

In 2012 he founded Bergstrom Benkendorfer with longtime friend and fellow financial advisor Carter Benkendorfer, to create an independent firm uniting their knowledge and experience and offering clients highly personalized service.

Darron earned a Bachelor of Business Administration from Texas Tech University in 1986. He is licensed as a Registered Representative, Registered Principal and Life and Health Insurance Agent. Darron is a member of the Financial Planning Association, Financial Services Institute and Texas Tech Alumni Association.

He is actively involved in his community, having served on the Board of Directors for the Corpus Christi Firefighters’ Retirement System, Corpus Christi Chamber of Commerce, YMCA, Miracle League of Corpus Christi, Rotary International and Volunteer Services Council for the Corpus Christi State School. In his free time, Darron enjoys cycling, running and spending time with his family.

EDUCATION:
B.B.A, 1986, Texas Tech University – (Management Info. Systems), Registered Principal, FINRA, 1998, Registered Representative, FINRA, 1992, Insurance License, 1992: Group Life, Variable Life – Texas

Carter C. Benkendorfer – ChFC®, CFP®   LinkedIn-Button_zps1044accd

 “I’ve always had an interest in investments and money, and it has prompted me to understand the value of planning and saving.  We work to educate our clients and help them with not only their investments but also all aspects of their financial lives.” ~ Carter Benkendorfer

Carter Benkendorfer has worked as a financial advisor with Ameriprise Financial Services, Inc., since 1998.  In 2012 he founded Bergstrom Benkendorfer with longtime friend and fellow financial advisor Darron Bergstrom, to create an independent firm uniting their knowledge and experience and offering clients highly personalized service.

Carter earned a Bachelor of Science degree from Texas A&M University in 1987.  He continued his professional education by earning his Chartered Financial Consultant designation in 2009 and his CERTIFIED FINANCIAL PLANNERTM  certification in 2010.  Carter is licensed as a Life and Health Insurance Agent and a member of the Financial Planning Association.

A third-generation Corpus Christi native, Carter is actively involved in his community as Vice President of the Bucarader Parade Organization, Assistant Scoutmaster of Troop 3 chartered by the First United Methodist Church, Corpus Christi, TX , and long time member of the Nueces County A&M Club. In addition, Carter serves as an Executive Board Member for the South Texas Council, Boy Scouts of America and is a lifetime member of the National Eagle Scout Association. In his free time, Carter enjoys outdoor activities such as downhill skiing, hunting, fishing, traveling and spending time with family.

EDUCATION:
B.S., 1987, Texas A&M University – (Agricultural Economics), Registered Representative, FINRA 1998, Life, Variable Products, Accident and Health  Agent  1998, Currently licensed to offer Securities in the following states: AK, AL, AR, AZ, CO, FL, GA, IA, MN, NM, OK, OR, PR, SC, SD, TN, TX, VA, WA.

Durward Thompson – ChFC®, CLU®

Durward Thompson has been in the investment industry for more than 52 years, first in Dallas and subsequently in Corpus Christi with Investors Diversified Services, Inc., where he earned several awards for sales.

He received the professional designation of Chartered Life Underwriter (CLU) in 1981 and went on to earn the designation of Chartered Financial Consultant (ChFC) in 1985.

Durward holds a B.B.A. degree from Texas A&M and is active with the Nueces County A&M Club, and was named “Aggie of the Year” in 2009.

He has served as a Board Member and President of the Corpus Christi Association of Life Underwriters and is a member of the Financial Planning Association. Durward also served as President of the Optimist Club of Downtown Corpus Christi and went on to serve as Lieutenant Governor of the South Texas District of Optimist International.

He has been an Assistant Scoutmaster of Troop 3 in Corpus Christi and is an Eagle Scout. He is active in First United Methodist Church, having served as Chairman of the Finance Committee and is currently Vice-Chairman of the Church Council.

Check the background of investment professionals on FINRA’s BrokerCheck.

Check the background of investment professionals on FINRA’s BrokerCheck.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bergstrom Benkendorfer are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, GA, IA, IL, IN, LA, MN, MO, NM, NV, OH, OK, OR, PR, SC, TX, VA, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.

101 North Shoreline | Suite 560 | Corpus Christi, Texas 78401 | Ph: 361-884-6347 | Toll free: 866-884-6347 | F: 855-814-8429

© 2017 Bergstrom Benkendorfer