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 15 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. He also holds the designation CRPC® (Chartered Retirement Planning Consultant) and in March, 2017 obtained his CFP® (Certified Financial Planner) certification.
Tom will tell you that one of the greatest joys of his life has been having the opportunity to work along side his father Jeffrey Berg for the past 15 years.
Tom and his wife Catherine have five beautiful children and live in Edina, MN. Tom enjoys going to his kids’ many activities and family hikes. Tom is a member of the Edina Morningside Rotary and in his free time is an avid golfer. Tom and his family are active members of Holy Family Catholic Church in St. Louis Park.