Brian Bergman is a Kansas City native who received his Bachelor of Science degree in Finance from Kansas State University. Brian is a CERTIFIED FINANCIAL PLANNER® professional and an Investment Advisory Representative.
Before joining Smith Anglin Financial, Brian worked on the Fixed Income desk at TD Ameritrade where he was responsible for constructing personalized fixed income portfolios and analyzing bonds. Brian also worked at Fidelity Investments where he expanded his experience in strategic planning, asset allocation advisory services, and portfolio oversight.
With his diverse investment background, Brian thoughtfully meets the retirement needs of the pilot client base he services. Brian is passionate about building relationships with his clients as he prepares and monitors their retirement plans and needs. Brian will challenge your perceptions, call it as he sees it, and occasionally make you laugh. Outside of the office, Brian enjoys playing with his son Bennett and spending time with his wife, Kenzie. They have a golden retriever named Dallas and enjoy taking him for walks around the neighborhood.
“Building deep, meaningful relationships is the core of what we do. Having the heart of a teacher, we always put your interests first and foremost.”
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14755 Preston Road, Suite 700
Dallas, TX 75254
972.267.1244 local
800.301.8486 toll free
972.267.1243 fax
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About Smith Anglin Financial
Founded in 1967, Smith Anglin is a wealth management practice based in Dallas, Texas. As trusted financial stewards, we provide an elevated standard of care and manage over $1.9 billion in client assets* for a select group of pilots, families, individuals, and business owners in 48 states and abroad. With deep roots in accounting, tax planning and aviation retirement readiness, our mission is to conscientiously help secure the financial well-being of our clients over the course of their lives, working diligently to help them achieve their goals, dreams and financial security.
*Data current as of 6/16/2025
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Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org