Michael Berry
CFP®
Financial Advisor
...
EDUCATION
BA, Business, Graceland University
Associates Degree in Business, American Institute of Business College of Financial Planning
BIO
Michael began his career in financial services over 30 years ago with roles in banking, mortgage, financial planning, advanced planning and financial advising. As President of Wealth Builders, Inc., individuals and families benefited from his vast knowledge and passion for helping others. In 2021, Michael joined the advisory team at the firm, creating a more comprehensive wealth management experience for clients with specialists focused on financial planning, investment management, risk management, as well as tax and estate planning strategies. His motto is: “Simplifying the complex so you can enjoy life through life-centered planning!” Some of these strategies have been utilized as a financial planning subject matter expert by USA Today, Investor’s Business Daily, Money Magazine, US NEWS, and MarketWatch.
JOINED FIRM
2021