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.
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.
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.
SUE OGREN Operations Manager
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.