Meet Pat

Patrick Berg has over 30 years experience helping people solve their problems and reach their goals. Graduate studies in Clinical Psychology have given him special insight into the needs and concerns of senior citizens. For the past 24 years, he has been providing sound financial advice to retirees and seniors.

Pat prides himself on providing tailored plans to his retired clients, as opposed to simply utilizing “off-the-rack” products. In addition, he realizes it is crucial that his clients have a full understanding of the entire process and why he’s making specific recommendations for them. Pat believes that it is important to continue the planning process after you retire. For many, it becomes more important than ever.

Outside of his professional life, Pat spends much of his free time supporting his two sons in their extra-curricular activities. He is an Air Force Veteran and former competitive cyclist, with a passion for long-distance cycling and kayaking.

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