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Meet the professionals who can help you Pursue Your Goals


We help individuals and families pursue their ideal retirements.

Meet The Team

The team behind Tandem Trust Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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John Berlet President 

John is focused on helping clients find confidence in their retirement dreams by creating well-thought-out financial strategies that put their vision first.

John got his start in the industry in 1978 and founded his firm in 2000. With his 40-plus years of experience in the business, John works to ensure his clients receive the help, guidance and care they deserve. 

Also, as an industry veteran, John knows the challenges and fears that many retirees and pre-retirees face. During every interaction with his clients, from initial visit to post-retirement check-ups, John works to alleviate these concerns. 

John holds insurance licenses in six states and is a Certified Financial Fiduciary (CFF)  and an Ed Slott Elite IRA Advisor. He also has a master’s degree in finance.

In his free time, John likes to ride his Harley-Davidson motorcycle throughout the Texas Hill Country or his jet ski on Lake Travis. He also likes to travel.

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Eric Ogren Investment Advisor Representative

Eric joined Tandem Trust Financial in 2018 and has been taking advantage of John’s experience to learn what it takes to be successful in the world of insurance.

In addition, Eric has passed the Series 65 securities exam, is registered as an Investment Adviser Representative and presents our “Inspiring Women” seminars.

For many years, Eric spent his time in the corporate world of the advertising industry, working for Lamar Advertising, Gannett Media and CBS.  He has spent the past 12 years owning and managing a local retail operation here in Austin and the surrounding area.

Always an avid golfer and reader, in recent years, Eric has discovered just how much he loves grandparenting. He and his wife, Sue, regularly make the trip to San Antonio to exercise their grandparenting skills and visit with family.

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SUE OGREN Operations Manager

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SALVE ALVISO Design and Digital Media Manager

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 512.650.2653.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 502191

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