Our Team

Roy M. Bergey

Roy has a Bachelor of Science degree in business administration from Christopher Newport University in Newport News, Virginia.  He also has an AAS degree in accounting from Tidewater Community College in Chesapeake, Virginia.  He has been in the financial services industry since 1979.  Roy has the following designations and licenses:

  • Roy has held a Life & Health license and has been securities licensed since 1997.
  • Roy is certified to sell long-term care insurance including Indiana Partnership polices.
  • Roy received an award as a "Stewardship Investing Star" from MMA Praxis Mutual Funds in 2006.   
  • Roy has been recognized by American Funds as providing financial expertise and dedication to the principles of sound investing and has been named a member of the All-American Team.

Lisa B. Lehman

Lisa assists in the administration and operations of Bergey Financial, with both investment and insurance accounts. She has a Bachelor of Science degree in Business Administration from Eastern Mennonite University and more than 17 years of experience in non-profit and financial services industries.

 

 

Roy and Lisa are both active in their church, family and community.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck