Financial Services Assistant
As a Financial Services Assistant for Berger Financial Group, Joseph serves as an across-the-board member of our team, helping to keep day-to-day operations running smoothly. He is responsible for account paperwork, maintaining documentation, processing transactions, and assisting with special projects and research for the Operations Department. Previously to BFG, Joseph has worked in Mathematics Education and Support Operations, helping him develop strong communication organizational skills.
Joseph has a Bachelor’s Degree in Mathematics from the University of Minnesota and a Teaching License Certification from Hamline University in St. Paul. Joseph enjoys games, biking, juggling, tennis, and spending as much time with his niece and nephew as possible away from the office. He and his wife Annie recently bought their first home near Lake Nokomis, where they live with their cat ‘Baby Seal’.