General Inquiry 800-658-9474
401(k) Employee Inquiry 800-716-3742
As a Relationship Manager-Intern Team Lead, Berek works directly with clients on various aspects of investment management, estate and trust administration, and leads the wealth management interns. He is responsible for managing and meeting client expectations through the proper administration of trusts, estates, IRAs and agency accounts. Berek enjoys developing relationships with clients and adding value to the relationship by discussing relevant topics that drive the market.
Berek was named a 2026 7 Rivers Alliance Rising Star, an award recognizing young professionals under 40 who are making a difference in the 7 Rivers Region.
