Executive Management
Jeffrey M. Berg , CLU, ChFC
President & Founder, Integrated, Inc.Investment Adviser Representative*
Jeffrey is the president and founder of Integrated Wealth Management. Jeffrey entered the life insurance business in 1965 with Northwestern National Life Insurance Company. In 1979 Jeffrey founded in partnership, Integrated Retirement Plan Services which grew to service over 340 small business pension plans. In 1991, Jeffrey expanded and founded Integrated, Inc., which specializes in many aspects of wealth accumulation and distribution.
Jeffrey has provided financial and investment advice to his clients for over 35 years. One of the principal services he offers his clients is a concept of “structured asset classes” that follows the 1990 Nobel Prize-winning Theory in Economics. The structured asset classes adhere to a clear strategy and strict parameters in the selection and purchase of stocks and bonds. The result is a portfolio that maximizes potential according to the clients' desired level of risk.
Jeffrey earned his degree in accounting from St. Cloud State University. In addition to being a member of Million Dollar Round Table for over 35 years, he has the following security registrations: General Securities Series 7, Principal Series 24 and State Registrations 63 and 65. He has also earned the following life insurance designations, Chartered Financial Consultant and Chartered Life Underwriter and is an Investment Adviser Representative offering securities and investment advisory services through ING Financial Partners, a registered broker dealer and a member of SIPC.
Jeffrey has been married for 39 years to Carol, his true love, and have four grown children, Jennifer, John, Timothy and Thomas. Thomas joined his father in the business three years ago. Jeff’s main interests are his faith and his family. His hobbies include spending time at his cabin, fishing and reading.
Reflections
“I am a teacher. I want my legacy to be that clients and friends know I have not only cared for their investments, but every aspect of their life.”
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Betty J. Albitz, CLU, ChFC
Principal, Integrated, Inc.
Investment Adviser Representative*
Betty is a principal of Integrated Wealth Management and joined the firm in 1984. Whether it is assets obtained though business growth, inheritance or otherwise, Betty strongly believes in helping people increase their confidence in their financial future. Her primary responsibilities include client relationships, which run from multi-generational, single individuals, divorcees, entrepreneurs and covers the service and manufacturing industries.
Having earned a B.S. from the University of Minnesota Carlson School of Management, Betty is also a life member of the Million Dollar Round Table, a recipient of the MN Quality Award and has been recognized frequently by ING Region. Betty is registered with the following security registrations: General Securities Series 7, Principal Series 24 and State Registrations 63 and 65. She has also earned the following life insurance designations, Chartered Financial Consultant and Chartered Life Underwriter.
Betty has been involved for more than 14 years in Referrals Unlimited (including past president), a weekly gathering devoted to help individuals grow their businesses. In addition, Betty serves on the Edina Soccer Board and is a member of Creek Valley Elementary School PTA.
A native of Minnesota, Betty and her husband Daniel have four children; Paul, Ben, AnnaBelle and Walter. The Albitz' make their home in Edina, Minnesota and are active members of St. Patrick's Catholic Church.
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Lori A. Miller, CFS
Vice President & Treasurer, Integrated, Inc.
Lori is Vice President and Treasurer of Integrated Wealth Management. She is in charge of operations and joined the firm in 1992. Her primary responsibilities include adviser supervision and firm management of the planning process. She has worked in the financial services industry since 1988, beginning her financial career designing structured settlements for personal injury claims.
Lori attended Normandale Community College, with a focus on Accounting and Economics and has obtained her Minnesota Insurance License. She also has earned the following securities registrations: General Securities Series 7, Principal Series 24 and State Registrations 63 and 65.
Lori earned the Certified Fund Specialist designation from the Institute of Business and Finance in March, 2003 and maintains a rigorous continuing education discipline to keep current on issues in the industry.
The Millers' make their home in Waconia, MN and are active members of St. Victoria Catholic Church and the community. Their hobbies include fishing, scuba diving, snowmobiling, cooking, gardening and reading.
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James H. Gemmill, CRPC
Investment Adviser Representative*
Jim is an Investment Adviser Representative with ING Financial Partners. James joined Integrated, Inc. in 2003. Previously Jim worked in the private sector for 18 years. He was a founder of a manufacturer's representative company, which had many small business clients. As part of the Integrated, Inc. team, Jim's primary responsibilities include financial planning for a variety of clients, including small business owners, corporate professionals and leaders, business owners, corporate professionals and leaders, retirees and independently wealthy individuals and families.
Jim earned his B.S. from North Dakota State University. In addition, he is registered with the following registrations: General Securities Series 7, and Investment Adviser Series 66 registrations, and State Registration 63 and Minnesota Insurance License. Jim maintains a rigorous continuing education discipline and recently obtained his Chartered Retirement Planning Counselor (CRPC) designation.
With his diverse background in both corporations and private business he has served several Minneapolis organizations including Minneapolis Job Support as a panel specialist, Western Suburban Community Education programs as a job transitions instructor, and AAN (the African American Network) as the current city financial planner.
A native of North Dakota, Jim and his wife Karen have four boys ranging in age from 12 to 21. The Gemmills make their home in Deephaven, Minnesota and in addition to the many family activities they pursue, Jim is an avid outdoorsman. He includes boating, fishing, hunting and working his “green thumb” at lawn and landscaping projects as some of his favorite hobbies. He is also active with youth sports, coaching the emerging Minnetonka lacrosse program and serving on various youth sports committees.
Goal:
Jim is committed to helping his clients learn more about their options in managing their financial resources and giving them straightforward advice on investment principles and strategies.
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James R. Casey
Investment Adviser Representative*
Jim is an Investment Adviser Representative with ING Financial Partners. Having worked in the investment field for more than 16 years, Jim brings a wealth of knowledge and experience from the Money Management and Insurance Industries.
Jim's earned his B.S. in both Economics and Accounting from St. John's University. With a diverse background in a variety of professional specialties, Jim's core competencies include retirement income planning, money management, estate management and preservation, employee benefits, long term care cost reduction strategies and pension, profit sharing and 401(k) plans.
A popular lecturer, Jim personally conducts numerous presentations each year for a variety of sponsoring groups, including major financial institutions, schools and other organizations concerned with providing financial planning information for their employees and or customers.
Goal:
Jim is committed to helping you plan for retirement while protecting the people you care about most. We provide you with confidence, knowing you have done what you need to do.
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Brian L. Mikkelson
Investment Advisor Representative*
Brian is an Investment Adviser Representative with ING Financial Partners and joined Integrated, Inc. in 2004. Brian has been in the financial services industry for 26 years, beginning his financial career as a commercial lender at a bank. He made the transition to the financial industry in 1980 and began working with clients in the areas of wealth accumulation and retirement planning.
Brian earned his B.S. from the University of Minnesota, majoring in Finance and Risk Management. In addition to being a member of Million Dollar Round Table, he is registered with the following registrations, General Securities 7, and State Registration Series 63, Investment Adviser Series 65 as well as Life and Health Licenses.
Residents of Plymouth, MN, Brian and his wife, Jane have been married for over 26 years and have two children, Danielle and Andrew. All four are active members at Holy Name Catholic Church. Brian is an avid hunter and fisherman and is passionate about golf.
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Thomas J. Berg
Executive Vice President, Integrated, Inc.
Investment Adviser Representative*
Tom is the executive vice president of Integrated, Inc. Wealth Management. Tom is an Investment Adviser Representative with ING Financial Partners who joined Integrated, Inc. on a part-time basis in 2000 while attending college.
Tom earned his B.A. degree in 2003 from Franciscan University, Steubenville, Ohio.
After graduation, Tom quickly obtained his Series 7 and Series 66 securities registrations, as well as his Minnesota Life & Health Insurance License, and began full-time with Integrated, Inc. as a Registered Representative and Investment Adviser Representative of ING Financial Partners, Inc. Tom continues to attend classes to keep current on issues in the industry.
Tom enjoys working with clients to build wealth through the use of modern portfolio theory; then in turn, protecting this wealth through the use of life insurance, long term care insurance, estate and tax planning.
Tom and his wife Catherine have three children, Fred, Jack & Gemma. He enjoys time with his family, fishing, golfing and watching Gopher hockey.
Mission
“My mission is to assist individuals and families in pursuing their financial objectives. I enjoy seeing eye-to-eye with young couples and individuals who are concerned about their financial future. Being a part of the Integrated, Inc. team gives me the ability to provide those I work with objective financial advice and guidance with quality professional service in building and preserving wealth.”
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