Executive Management
Jeffrey M. Berg , CLU, ChFC
President & Founder,
Integrated, Inc. - Wealth Advisors
Investment Adviser Representative*
Jeffrey is the president and founder of Integrated, Inc. - Wealth Advisors. 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 focuses in many aspects of wealth accumulation strategies and distribution.
Jeffrey has provided financial and investment advice to his clients for over 35 years. One of the services he offers his clients is a concept of “structured asset classes” that follows the 1990 Nobel Prize-winning Theory in Economics. 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. Jeff has also been a member of the Ed Slott Elite IRA Advisor Group since 2005. 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 in 2003. 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.” Back to Top 
Thomas J. Berg
Executive Vice President
Integrated, Inc. - Wealth Advisors
Investment Adviser Representative*
Tom is the executive vice president of Integrated, Inc. - Wealth Advisors. 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 an 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 help 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 strategies. 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.” Back to Top 
Lori A. Miller, CFS
Vice President / Director of Operations
Integrated, Inc. - Wealth Advisors
Lori is Vice President / Director of Operations of Integrated Wealth Management. She is also the company's Treasurer. She 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. Back to Top
Betty J. Albitz, CLU, ChFC
Associate, Integrated, Inc. - Wealth Advisors
Investment Adviser Representative*
Betty is an associate of Integrated, Inc. - Wealth Advisors and joined the firm in 1984. Whether it is assets obtained through 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 an Investment Adviser Representative of ING Financial Partners, Inc. and 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 and Valley View Middle School PTAs. 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. Back to Top 
Brian L. Mikkelson
Associate, Integrated, Inc. - Wealth Advisors
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 strategies 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. Back to Top 
Michael R. Severance
Associate, Integrated, Inc. - Wealth Advisors
Investment Adviser Representative*
As the Owner of Integrated Planning Services, Michael R. Severance has been actively involved in Financial Planning since 1981. He is a graduate of Ohio State University and has earned the Masters of Science in Financial Services degree (MSFS), Certified Financial Planner (CFP®) designation, as well as the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Fund Specialist (CFS) and Accredited Estate Planner (AEP) designations. He is a member of the Institute of Certified Financial Planners, the Minneapolis Estate Planning Council, the National Association of Insurance & Financial Advisors and The Society of Financial Planning Professionals. View Mike's website at www.Integrated-plan.com.
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Lynn Radmacher
Office Manager/Senior Sales Associate
Integrated, Inc. - Wealth Advisors
Lynn Radmacher joined the Integrated, Inc. – Wealth Advisors team in 2003 as a Sales Assistant to Jeffrey Berg and Betty Albitz. Since that time she has become an invaluable addition to the team and in 2010 was promoted to Senior Sales Assistant and Office Manager. Her primary responsibilities include customer service, new business preparation, processing and follow up. She now provides assistance to all the Integrated, Inc. advisers in all matters of the business and customer service. Lynn attended Rasmussen Business College and attained a certificate in Legal Office Administration in March 2002. She obtained her Minnesota Insurance License in June of 2006 and maintains a rigorous continuing education discipline to keep current on issues in the industry. Lynn resides in Crystal, MN, with her husband, Kurt, and their son, Nolan. She enjoys spending time with her family and friends, playing volleyball, softball, and traveling. Back to Top
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