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.

Known by coworkers and clients as an objective sounding board, Keith values the personal nature of his profession and strives to be the kind of person his clients trust and depend on to act in their best interest. Keith is always looking for ways to alleviate his client’s anxiety so they can move forward and realize their goals.

Away from the office, Keith enjoys the lighter side of life; time with family, fitting in exercise when possible, and the peace and quiet of fly fishing.

Keith’s Values: Contentment, Family, Integrity (Faith), Meaningful Work, Wealth (Abundance)

Keith's Values
Contentment
Family
Integrity (Faith)
Meaningful Work
Wealth (Abundance)
Start a Conversations with Keith

Our Team

Luke Schneider Headshot
Luke Schneider
PARTNER / WEALTH ADVISOR - BFA™, CFP® , FIC
Nick Taylor Headshot
Nick Taylor
PARTNER / WEALTH ADVISOR - CFP®, ChFC™, BFA™, FIC
Patty Keehr Headshot
Patty Keehr
CLIENT SERVICE PROFESSIONAL
Andy Jolivette
DIRECTOR OF LIFE ALIGNMENT
Melissa Montgomery Headshot
Melissa Montgomery
FINANCIAL PLANNING ANALYST
Maggie Farrell Headshot
Maggie Farrell
SCHEDULING & SPECIAL EVENTS
Nicole Watkins Martin
LICENSED OFFICE PROFESSIONAL