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.
Monday, September 28, 2026 | 11 am – 12 pm CST
Women are often caring for aging parents, children and family, simultaneously. But, caring for the people you love shouldn’t mean putting your own financial future on hold! Sign up for our first HerPoint webinar to learn financial steps to help you balance the needs of caring for your parents, your children and yourself.
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