Maggie Bergeson

"Having a passion for hospitality, it is a joy to provide love & care to clients through my administrative position. I look forward to making connections and establishing in-depth relationships with my fellow co-workers and clients!"

With CapTrust Since


College / Degrees

University of Northern Iowa – BA Communication / Minor: Dance


Fit Body Boot Camp, Director of Operations, 2019-2020

Ridge Point Community Church, Family Ministry Assistant, 2016-2019

Crown Motors, Title Clerk, 2013-2016

Witham Auto Centers, Front Desk, 2009-2012


Delhi, Iowa


Married to my high-school sweetheart, Bret. We are fur-parents to our boxer/lab pup named Remy and 2 cats, Pickles & Poptart.

Hobbies and Relaxation

I LOVE trying new things. In the past few years, I have taken drum lessons, learned how to embroider, joined a trivia league, and recently received my Zumba trainer certification. On the other hand, I love to relax by reading, playing games/puzzles, fishing, and I most especially love baking.


  • Where I’ve Been:
    • All over the Midwest
    • Texas
    • Florida
    • New York
    • Mexico
  • On the List:
    • London
    • Ireland

Community Service

  • Big Brother Big Sister Program
  • The Big Give

My Money Mind®

  • Protection
  • Commitment
  • Happiness

What got you interested in this field?

I have always had a desire to work in an office space having a niche for daily tasks, organization, and serving others.  Before I moved to Michigan, my college job provided me entry-level office experience, which then blossomed into administrative growth in other positions once I moved.  While accumulating my experience, I knew a special career was on my horizon.  I was presented the opportunity to learn more about CapTrust’s values and meet the team which felt so suited.  I have been extremely grateful for the wonderful experiences in my previous jobs that have made positive stepping stones to my career here at CapTrust.  I am truly looking forward to my growth in the financial realm and the organizational/administrative duties that come alongside of it!

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