Berg Wealth Management Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Berg Wealth Management Group
Team photo for Berg Wealth Management Group

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Advisors

Brad Berg

CFP®, CRPC

Private Wealth Advisor

Franchise Owner
Visit Brad Berg's website

Alex Bueno

CFP®, APMA, MBA, MSF

Associate Financial Advisor

Visit Alex Bueno's website


Team

Jake Stayer

Jake Stayer

Financial Planning Specialist,

Paraplanner

Qualifications

  • CFP®

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Kelly Brunton

Kelly Brunton

Operations Manager

Roles & Responsibilities

  • Coordinate daily office operations
  • Acting as a liason to answer client questions
  • Interacting with clients to ensure accurate account applications
  • Conducting transaction requests as directed by advisor
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Carol Holtzhouse

Carol Holtzhouse

Client Service Coordinator