Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Director of Investment Operations Krystle Berg

Krystle Berg

Director of Investment Operations

Krystle started her career with Northwestern Mutual in 2006, advancing in many capacities, and is currently working as the Lead Financial Plan Analyst & as an Associate Wealth Management Advisor. Krystle has her Life & Health Insurance license in the state of California, as well as her FINRA Series 6, 7, 63 & 65 licenses.

Krystle currently supports our team’s efforts in providing investment client’s with up to date market information, informative presentations, wholistic plans, and retirement planning support.

Krystle spends her free time with her two daughters, Ava & Piper, and they often fly around California to adventure on the weekends as her husband, Eric, is a pilot.

Krystle may work with you to:

  • Process any 401(k)/Employer Sponsored Plan rollover phone calls or paperwork
  • Make any investment account related updates/changes
  • Answer any investment account questions