Advisory Operations Associate
As an Advisory Operations Associate on the Central team at Berger Financial Group, Joe supports financial advisory teams improving and streamline the client experience. Through centralized operational processes, he works to create greater efficiency and give advisors more time to focus on meeting with and serving their clients. Joe previously served as a Financial Services Associate at BFG, where he supported several advisory teams and gained valuable insight into the firm’s comprehensive approach to client service. Before joining BFG, he worked in Mathematics Education and Support Operations – experience that honed his communication, analytical, and organizational skills.
Joe holds a Bachelor’s Degree in Mathematics, Geography, and Healing/Spirituality Studies from the University of Minnesota, along with a Teaching License Certification from Hamline University in St. Paul. Outside of work, Joseph enjoys games, puzzles, biking, juggling, tennis, and spending time with family.