Mike Oberg

Mike acquired his CFP® (Certified Financial Planner) in 2020, this is one of the highest designations in the financial planning field. Mike also holds his Series 6, Series 63, Series 7, and Life, Accident, & Health licenses. Mike currently has clients in 32 states and counting.

Mike and his wife, Megan, currently reside in Lakeville, MN with their daughter, Mia, and bernedoodle, Ryder (named after the Ryder Cup). Mike spends the majority of his free time playing golf with friends at his local country club. Mike’s passion for the game of golf started as a young boy while playing with his dad in northern Minnesota. He was fortunate enough to play collegiately at MSU, Mankato. He still competes in MGA and USGA events to keep his golf game sharp.

Outside of golf, Mike enjoys spending time at their family cabin in Northern Minnesota, skiing, and traveling with his family. 

Eric started his career with Northwestern Mutual as an intern in 2017. Eric attended the University of Minnesota Duluth graduating from the business school in 2019. Go Bulldogs!

Eric joined Oberg Capital Wealth Management in March of 2024 as a financial advisor. For the 5 years prior to joining Oberg Capital Wealth Management, he ran his own successful practice at Northwestern Mutual. Eric holds his SIE, Series 6, Series 63, Series 7, and Life, Accident, and Health licenses.

Eric and his wife Rachel live in Burnsville, MN with their dog Kiya. In his free time Eric enjoys golfing, playing men’s league hockey, spending time with his wife Rachel, and doing anything related to Sports.  

Ashley joined Oberg Capital Wealth Management in April of 2023. She started her professional career working several years in corporate America before making the move to Northwestern Mutual – Twin Cities in November of 2020. In 2023 she made an internal transition to our team. Ashley handles a variety of roles within Oberg Capital Wealth Management such as supporting daily operations, meeting coordination, HR, and insurance operations. She holds her Life, Accident, and Health license.

Ashley grew up in Oakdale, Minnesota and graduated college with a degree in Business Administration. She resides in Hastings, MN with her husband, Dave, three boys, Brayden, Gavin and Owen, Australian Shepherd, Remmy, Siberian Forest Cat, Scout and Guinea Pig, Jingles.

If Ashley is not cheering on her kids during sports (hockey, baseball, soccer, and football) she enjoys going to the cabin, hanging out with friends or family, and relaxing at home.

Brett joined Oberg Capital Wealth Management in February of 2024. He started his working career at Northwestern Mutual – Twin Cities after graduation. In 2024, he made an internal transition to our team. Brett handles investment portfolio creation and management, investment operations, movement of client funds, and detailed client planning analysis.

Brett grew up in Saint Paul, MN and graduated from the University of Saint Thomas with a degree in financial management and a minor in data analytics. He is currently studying for his Chartered Financial Analyst (CFA) designation. During his time at UST, Brett was a member of multiple clubs and studied abroad in Cape Town, South Africa.

Brett loves all things sports, whether that be watching or playing. He considers himself a true connoisseur of football. In his free time, Brett likes to hang out with his friends, find new places around town to have a beer, and play video games.

Megan joined Oberg Capital Wealth Management in April of 2025, but has been supporting her husband as an unofficial member of the firm long before. Megan's primary focus with Oberg Capital will be continuing to improve upon our client experience.  Prior to joining Oberg Capital, Megan spent three years working with our General Agency, Northwestern Mutual Twin Cities, attracting and developing new financial advisors. 

Megan grew up in Germantown, WI and went to The University of Wisconsin- Eau Claire where she graduated with a Bachelors degree in Business Administration, with a Healthcare Administration emphasis. She spent the first few years out of college operating senior living communities.

Megan currently lives in Lakeville, MN with her husband, Mike, their daughter, Mia, and their puppy, Ryder. In her free time, Megan loves to read, travel with her family, and get outside for family walks!