Brett Jergens, CFA, CFP*

Director and Portfolio Manager – Energy Listed Infrastructure & Energy Evolution
Leawood, KS


Mr. Jergens joined Tortoise in 2007. He serves as vice president of the Tortoise Energy Independence Fund, Inc. closed-end fund. Previously, Mr. Jergens was a vice president at Enterprise Bank & Trust from 2006 to 2007, a financial planner and head of investments at Searcy Financial Services from 2004 to 2006 and a tax accountant at KPMG from 2002 to 2004. He earned Bachelor of Science degrees in finance and accounting from Kansas State University. Mr. Jergens is a CFA® charterholder and a certified financial planner (CFP).

*Equity owner in Tortoise

Brett Jergens, CFA, CFP

5100 W. 115th Place

Leawood, KS 66211

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