Mr. Berg is currently the President at Integrated, Inc. - Wealth Advisors. Tom started with Integrated in the spring of 2002 after graduating from Franciscan University of Steubenville, OH. Tom has 17 years in the financial advising industry.
Tom has a passion for serving people and thoroughly enjoys helping his clients on their journey to and through retirement. His focus is to help each client set and achieve their financial goals through proper investment design, retirement analysis, estate and tax planning.
Tom holds many licenses and designations, including: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam) and Series 65 (Uniform Investment Adviser Law Exam), Series 24 (General Securities Principle Registration), as well as life, health and variable annuity insurance licenses in several states. Tom obtained his CFP® (Certified Financial Planner) certification in March, 2017.
Tom will tell you that one of the greatest joys of his life has been having the opportunity to work alongside his father Jeffrey Berg for the past 17 years.
Tom and his wife Catherine have been blessed with five beautiful children and live in Eden Prairie, MN. Tom enjoys going to his kids’ many activities and family hikes. In his spare time, you can find him on the golf course.