Client Service Associate
p: (404) 891-9240
f: (404) 891-9241
Dan aka Berk joined us in March of 2022 with over 14 years of experience in the financial services industry. Armed with a healthy dose of “figure it out”, there’s no problem that Berk can’t get resolved. He is a servant at heart and works effortlessly to provide a positive client experience. As a client services associate Berk supports the Atlanta office advisor throughout the financial planning process by helping to service and manage client relationships and carry out daily tasks.
Berk is a keen traveler and has visited every state in the lower 48 except for Oregon. He enjoys hiking and photographing beautiful landscapes and skies. In his free time, he likes reading and homesteading.