Jessica Berg

Client-focused financial professional with over 6 years of experience in financial advising, relationship management, and wealth guidance. Currently serving as a Financial Advisor at Thrivent, helping individuals and families achieve their financial goals through personalized strategies and long-term planning.

Progressed through roles in banking and financial services, including Royal Credit Union and Allianz Life, building strong expertise in client engagement, financial products, and sales consulting. Known for fostering trusted relationships and delivering tailored financial solutions that align with clients’ values and objectives.

Combines a strong service mindset with a background in coaching and leadership, bringing a holistic approach to financial wellness, client education, and long-term financial success.