The Team

Berg Wealth Management Group
What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future

Our Advisors

Bradley S Berg

Bradley S Berg

Private Wealth Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management

Education

AA, 1983, Lansing Community College, Lansing, MI
CA Insurance #0G29207

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Our Staff

Alex Bueno

Alex Bueno

Paraplanner

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Roles & Responsibilities

  • Assist in developing client financial plans
  • Gather client data in our financial planning process
  • Maintain client contact in developing and data entry of their plan
  • Assist in overall office operation
Kelly Brunton

Kelly Brunton

Operations Manager

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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
Amy Moore

Amy Moore

Client Service Coordinator