Financial Consultant
.Women's Markets
Farmers
Tax Efficient Planning
Retirement Planning
Business Owners
Thrivent has empowered me to pursue my passion for connecting with individuals—helping them gain clarity and confidence as they make important financial decisions. I am grateful to be part of a team that values stewardship and generosity, and it is my goal to help every individual I work with live generously and thrive with purpose.
My hope and prayer is that my family, friends, and the people I encounter experience a fulfilled life—grounded in purpose and guided by intentional choices.
Family and relationships are at the center of everything I do. I am married to my college sweetheart, Kevin Berg, and together we have three wonderful children—two boys and one girl. Kevin and I are proud to be part of the sixth generation on his family farm near Whitehall, Wisconsin, where he grew up. We enjoy raising beef cattle and chickens, and the farm provides plenty of space for our kids and our black lab to run and explore.
I grew up in the Twin Cities, and my family heritage is rooted in Guatemala. I deeply value our Latino culture—the food, the music, the dancing, and most of all, the strong sense of family. We are incredibly proud of our story and look forward to creating many more memories together.
- Bachelors of Business Communications, University of Wisconsin
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Behavioral Financial Advisor™
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Languages spoken: English, Spanish
- Arizona
- Colorado
- Florida
- Georgia
- Michigan
- Minnesota
- Missouri
- Wisconsin
Insights
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.