Pat Bergmaier, ChSNC™, CFP®, RICP®

Partner, Conshohocken, PA

610-784-3468
pbergmaier@1847financial.com

Pat is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has a passion for working with families. His knowledge and expertise allows him to develop comprehensive and holistic financial plans for his clients that provide the framework for making financial decisions that will help achieve their lifetime and legacy planning goals.

Pat is also a Chartered Special Needs Consultant™ (ChSNC™) This designation has provided Pat with the knowledge to address the unique circumstances and requirements of planning for individuals with special needs, a core focus of his practice. Pat received his Bachelor’s Degree in Finance from Albright College in Reading, PA and holds his FINRA Series 7, 66, 63 & 6 Securities Licenses. 

Pat began his career in the financial services industry in 2005 after a successful baseball career at Albright where he was awarded Conference Player of the Year during his senior season.

Prior to joining 1847Financial, Pat partnered with the MetLife Center for Special Needs Planning where his passion for working with the special needs community began. He is a board member of the Timothy School in Berwyn, PA which is devoted exclusively to teaching students with autism. He is involved with supporting many special needs organizations such as Ascend – the Asperger and Autism Alliance of Greater Philadelphia, Autism Cares Foundation, Down Syndrome Interest Groups, and PLAN of PA.

In his spare time, Pat enjoys working out, golfing, reading and spending time with his family. He resides in Downingtown, Pennsylvania with his wife Amy, daughters Lily and Ella, and their mini-dachshund, Dasher.

Todd Ockovic

Financial Advisor,  Conshohocken, PA

610-771-1009
tockovic@1847financial.com

Todd Ockovic has the skills and knowledge to direct executives, families, and small business owners in formulating, executing and monitoring thoughtful solutions to build and preserve wealth. Todd focuses on developing relationships with clients to gain an understanding of their needs, wants and wishes.

His precept is that financial strategies, investment portfolios and estate plans need to be tailored to individuals and their unique situations. Todd is passionate in working with various clients to address these unique financial situations and help them achieve their goals throughout all of life’s stages.

Todd began his career in 1992 with MetLife and was a MetLife financial services representative and financial planner prior to joining 1847Financial. Todd holds FINRA Series 6,7,26 and 63 securities registrations in the states of California, Colorado, Florida, Nevada, New Jersey, New York, Pennsylvania, and South Carolina. Additionally, Todd holds Life, Accident/Health, and Variable Insurance licenses in both Pennsylvania and New Jersey. Throughout his 20+ years in the financial services industry, he has qualified for many personal and industry recognition awards.

Brian Kelnhofer, WMCP®

Financial Advisor, Conshohocken, PA

215-933-9361
bkelnhofer@1847financial.com

Brian is motivated by service to others. As a passionate advocate for wellness, Brian believes that true health is defined by wellbeing physically, mentally, emotionally, and fiscally. This perspective towards life has allowed him to take a holistic approach to his practice, prioritizing communication, transparency, and education. His dedication to his clients has led him to gain his Wealth Management Certified Professional® designation, FINRA Series 7, 63, & 66 licenses, as well as Life, Accident, and Health Insurance licenses.

Brian brings the highest level of detail and care to his clients. His understanding of the long-lasting impacts of a financial plan allows him to work collaboratively with clients, which lets them know he is with them every step of the way.As a resident of Bucks County, Brian is active in the special needs, mental illness, and recovery community and is dedicated to serving these spaces at the highest level.Brian lives in Doylestown, PA, and enjoys working out, running, and cooking.

Thom Minger

Financial Advisor, Conshohocken, PA

610-784-3466
tminger@1847financial.com

Thom Minger is dedicated to serving business owners, professional athletes, and families that recognize the importance of personal financial organization, but lack either the time, knowledge or desire to do so on their own. The backbone to everything Thom does is built on a deep understanding of his client’s goals and execution through consistent and clear communication.Thom brings a unique level of experience to his clients. His knowledge and experience were built and tested over a decade in finance as an investment consultant for large institutional asset management firms. 

In addition to his time dedicated to serving individuals and families, he has served as the secretary for local pensions.On a personal level, Thom lives in Devon, PA with his most amazing and patient wife, Angelina and their three little animals Tommy, Rosalie (LeeLee), and Sophia (FiFi). When not coaching or playing soccer, you will likely find him listening to music, working outdoors around the yard, or playing the guitar.

Special Needs Workshops

Interested in hosting a workshop for your families? Please call us at 

215-317-4143 if you have any questions.