Financial Services Assistant
P: (763) 999-5609
Jack serves as a Client Services Associate for Berger Financial Group, responsible for preparing and processing client paperwork, developing knowledge of systems to assist in process improvement projects, and helping the central service team run smoothly. Prior to BFG, Jack has several years of customer service experience in various industries.
Jack received a bachelor’s in finance from Winona State and hoped to become a Financial Advisor one day. When not at work, you will find Jack outside, reading, making music, playing games, or spending time with friends and family.