Menan A. Bergman
Menan, or Berg as his friends often call him, makes great use of his strong communication and listening skills to understand the needs and goals of each client and build a financial plan to help them address the important objectives and milestones in their lives. His relatable and easy-going nature allows individuals at any financial level to feel comfortable talking about such sensitive topics as money and retirement.
Before joining the Bank of Colorado Investment Services team and Raymond James Financial Services, Inc in July 2015, Menan served the Greeley community for more than 20 years in a variety of customer-related roles. He has a great appreciation for the people he has served and the enduring relationships he has established along the way.
Menan serves as a board member of many prominent organizations, including the Partners Mentoring Youth, and The American Cancer Society’s Cattle Baron’s Ball.
He earned a bachelor’s degree in kinesiology with an emphasis in physical education from the University of Northern Colorado, and an associate’s degree from AIMS Community College.
Originally from Wild Horse, Colorado, Menan lives in Greeley with his wife, Dianna. In his free time, he enjoys golf, travel, UNC Bears athletics, the Denver Broncos and Colorado’s many outdoor activities.
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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.