Nate Bergeland is a securities Registered Representative, Registered Principal and Advisory Supervisor. He is the founder and CEO of Partners Senior Advantage, LLC, USAdvisors Network, LLC, USAdvisors Network Insurance Agency, LLC, USAdvisors Wealth Management, LLC, and SuccessQuest International, LLC. USAdvisors Network is a leader in innovation and strategic planning for the banking, accounting and insurance industries as it relates to financial planning and insurance integration. The company focuses on partnering with independent advisors and financial institutions (banks, credit unions, accounting and property/casualty companies) to build financial relationships with their clients. Nate holds a Bachelor of Arts degree in Economics from Saint Olaf College in Northfield, MN, earned the designation of CFP in 1984, and a MS degree from the College for Financial Planning.
Sheri contributes to Partners Senior Advantage (PSA) a strong background in financial services, long-term care planning, life insurance, and marketing. Sheri has BA from UC Berkeley and an MBA in Marketing from the University of Michigan. She has volunteered greatly in the community including past president of Temple Israel Sisterhood and is currently active as a member of the Jewish Alzheimer Task Force. She also is a volunteer tax preparer for Prepare and Prosper and a presenter for Dementia Friends Minnesota.
Sheri is passionate about teaching groups about the signs of dementia and how to communicate and treat people with cognitive challenges with respect. She became involved with these issues when she was a caregiver for her parents for over a decade. Both of her parents struggled with dementia. The empathy derived from this care aid her in her work with Medicare clients.
Sheri leads the strategic marketing direction within PSA and to works with alliances to reach out to seniors in need of consultation regarding Medicare and other insurance related aging needs.
Sheri resides in St. Paul with her husband and dog, and her three adult daughters currently are all in college or graduate school. Skiing, movies, books, travel as well as just hanging out with the family are her favorite pastimes.
Over the last decade, Sarah has assisted clients of Medicare age to make the correct choice for their plan that best suits their medication and life needs.
Within the Partners Senior Advantage (PSA) organization, Sarah assists seniors through education and continued service for their Medicare needs. During the Annual Enrollment Period, AEP October 15 – December 7 , Medicare is her main focus. Throughout the year, Sarah enjoys helping businesses with group benefits coupled with individual insurance needs, such as, Long Term Care and Life Insurance. Sarah’s passion is customer service, so year-round support is her objective.
Supporting her Mother-in-law with Alzheimer’s and her father with cancer provided a vast understanding of what is proper care for specific medical needs. Sarah guides her clients through benefits and care coordination to ensure they have proper medical coverage for client’s health.
Sarah is married to her high school sweetheart of 38 years. She has two children. Kylene is an Industrial Engineer and Tanner is studying Metrologic Engineering. Sarah’s husband Don operates their family business for 31 years in Plymouth, MN. Sarah enjoys volunteering in the community through a local women’s club, Waytonka by serving as President, Vice President and currently, Treasurer.