Michael Berry, CFP®
Mike assists in 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.
Mike began his career in financial services over 30 years ago with roles in banking, mortgage, financial planning, advanced planning, and financial advising. Individuals, and families benefited from his vast knowledge and passion for helping others.
Mike attended Graceland University, earning a BA in Business, an Associate’s Degree in Business from the American Institute of Business, and the College of Financial Planning. He holds the highly regarded industry designations of Certified Financial Planner™ professional.
Outside of work, Mike and his wife Sally are involved in their family’s 3rd generation Century farm with the help of their extended family and their 4 adult children. He also enjoys volleyball, biking, and spending weekends at the lake.
*Part of Vision Network