General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
As a Team Lead, Relationship Manager, 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.