About us

our team

We are here to manage your finance with experience

Craig Bergstrom

Founder and CEO
  • Craigbergstrom@lennoxwealthinc.com

Diaz Johana D

Chartered Financial Planner
  • Diazjohana@lennoxwealthinc.com

Luan Govender

Director of Finance
  • Luangovender@lennoxwealthinc.com

Stefan Brauer

Chief Operating officer
  • Stefanbrauer@lennoxwealthinc.com

Karen Hilson

Account manager/ Treasurer
  • Karenhilson@lennoxwealthinc.com

Sergio Antonio

Chief Financial Officer
  • Sergioantonio@lennoxwealthinc.com

Richard Bates

Chief Technology Officer
  • Richardbates@lennoxwealthinc.com

Michelle K. Pham

Data Analyst
  • Michellekpham@lennoxwealthinc.com

Robert Henry

Fraud Analyst
  • Roberthenry@lennoxwealthinc.com

Valerie Molina

Trade Analyst & Chief client officer
  • Valeriemolina@lennoxwealthinc.com
Why choose us

Core Values

Our jobs and our lives are intertwined with the lives of our customers. We are not bound by the cookie-cutter mentality built into the computer programs that seem to make decisions these days. Here, you will work with real people who understand your unique needs and work with exceptional circumstances. We are with you in the Mountains and in the Valleys.