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  3. Our Team

Our Team

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Bob Gordon, MS, CFP®

President

bob@rga-advisors.com

Bob Gordon is President of Robert Gordon & Associates, Inc.  He has a Bachelor of Science degree in Economics and Master of Science Degree in Personal Financial Planning. He is a graduate of  the College for Financial Planning in Denver, Colorado and is a CERTIFIED FINANCIAL PLANNER™ certificant.  

Robert Gordon & Associates, Inc. is a fee-only financial planning firm and Registered Investment Advisor.  The firm has specialized in retirement planning, estate planning, and wealth management since 1986.

Mr. Gordon is the founder and past president of the Central Illinois Chapter of the International Association for Financial Planning (now known as the Financial Planning Association or FPA). Other organization memberships include The Financial Planning Association- Southwest Florida Chapter, The Estate Planning Council of Lee County, FL, The American Business Club, The Greater Springfield Chamber of Commerce, and The Sangamon Valley Estate Planning Council. He has been involved in the financial services industry since 1979.

Mr. Gordon has conducted over 1000 investment seminars and workshops throughout the Midwest.  In addition, Mr. Gordon acts as an expert witness in securities fraud and suitability cases, and was an approved Arbitrator with the National Association of Securities Dealers, Inc.

He has been featured in the local media and has written several columns over the years in local newspapers. Most noteworthy were his popular “Tax Tips” programs and “Personal Finance Column”.  He is frequently called on by the local news media for a source of financial Planning, estate and investment advice and comment.

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Rik Stone, CFP®

Regional Director, Financial Advisor

rik@rga-advisors.com

As the Regional Director, Rik is the driving force behind the office, overseeing the day-to-day operations and helping to support an environment consistent with BFG company culture and values to provide exceptional client service, develop staff, and implement strategic visions of the organization. In addition to his role as the Regional Director, Rik is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ working with long-term clients to provide strategic financial planning service. In addition to being a member of BFG’s Investment Committee, Rik has been in the financial services industry for 30+ years and has conducted over 1500 seminars and workshops on various topics regarding retirement, estate, and investment planning.

Away from the office, Rik loves boating, golfing, skiing, and working in the yard. A passionate hockey player and coach, Rik brings enthusiasm to both the office and the rink.

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Nic Gordon, MS, CFP®, MPAS®

Financial Advisor

nic@rga-advisors.com

Nic serves as a Financial Advisor, empowering clients to make better financial decisions and make forward progress toward both short and long-term financial goals. Through strategic planning and engaging with clients beyond the basics of saving, investing, and minimizing taxes, Nic brings a comprehensive approach to financial planning. He has a background in finance with experience in personal banking and mutual funds, prior to obtaining several securities licenses and earning his CFP® designation.

Nic holds a bachelor’s in business management from the University of Missouri – Columbia in addition to a master’s degree in Personal Financial Planning and a Master Planner of Advanced Studies (MPAS®) designation. Away from work, Nic is a devoted family man, spending quality time with his wife and two children, travelling or exploring new places in their camper. In addition to family time, Nic enjoys staying active through biking, kayaking, swimming, and ice hockey.

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Morgan Stone Padget, CFP®

Financial Advisor

morgan@rga-advisors.com

Morgan serves as a Financial Advisor, focusing on creating strategic financial plans and engaging with clients to discuss investments, cash flow, and client preferences to provide comprehensive and tailored financial planning service. Her background includes experience as a technical recruiter for an IT company as well as roles in finance at JP Morgan Chase and Edward Jones.

Morgan holds a bachelor’s in business administration from the University of Missouri-Columbia and is a graduate of the College of Financial Planning in Denver, earning her CERTIFIED FINANCIAL PLANNER™ certificate. Outside of work, you’ll find Morgan spending time with her husband golfing, watching college sports, cooking, or cuddling with their dog Binnington.

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Chris Parker

Paraplanner

Christina@rga-advisors.com

As a Paraplanner, Chris plays an important role in maintaining and expanding client relationships through dedicated account servicing and account maintenance, both for established and new clients. With an extensive background spanning over 30 years in the investment industry, Chris brings a wealth of experience, having previously supported multiple brokers at a well-established national bank.

Outside of the office, Chris’ focus is on her family, spending time with her husband, children, 3 dogs and a bird, lounging by the pool or hosting a weekly family dinner.

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Kim Turner

Office Administrator

kim@rga-advisors.com

Kim’s dedication to her role as the Office Administrator extends beyond the routine tasks of overseeing back-office operations. With an impressive tenure of 25+ years, she has cultivated enduring relationships with clients, making them her utmost priority. In addition to her operational duties, Kim assists financial advisors with account creation and maintenance to ensure smooth general account servicing.

Away from work, Kim enjoys spending time with her husband and two sons. Kim’s husband works full time for the Air National Guard and military life is a large part of their family. Beyond family time, Kim finds joy at their cabin in Southeast Missouri, casting a fishing line into different lakes nearby.

Do you think you have what it takes to join our team? We are looking for the next generation of talent to grow our firm. Please contact Berger Financial Group for more information: info@bergerfinancialgroup.com

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  •   1201 South Veterans Parkway Suite A, Springfield, Illinois 62704
  •   (217) 698-4844
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