About Us - North Oaks Financial Group

About Us

Guided by our Values

These are the qualities that drive us as individuals and as a team…

Integrity

Always do what’s right and hold yourself accountable.

Professionalism

How we show up to work and conduct ourselves.

Relationships

How we treat each other and our clients. What it’s all about.

Communication

Honest and clear; provide answers before questions are asked.

Team Alignment

Working together for a shared mission. Being on the same page.

What do you value?

Thinking beyond your money begins with knowing what is most important to you. This is the first step to align your life.

Find Out Now

Try the North Oaks Values Exercise

Our Team

Meet the people who can help you think beyond your money by aligning your values and finances.

Keith Berg

PARTNER / WEALTH ADVISOR – BFA™, CFP® , FIC

Keith is a two-decade veteran in the financial services industry who appreciates the technical side of planning. He has always had a passion for markets and the economy, and sees his work with the North Oaks Financial Group as an opportunity to build something truly unique.

Meet Keith

Luke Schneider

PARTNER / WEALTH ADVISOR – BFA™, CFP® , FIC

Luke is a holistic planner who helps people prepare for the certainty of uncertainty. He prides himself on working closely with clients to enable them to write chapters in their life story they never thought possible.

Meet Luke