My Team

I take customer service very seriously. So does my team. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
John Alexander Gardner

John Alexander Gardner

Financial Planning Associate

John joined Casey’s team in May 2019.  As the Financial Planning Associate, John handles construction of financial modeling and building recommendations for the team and loves getting analytical about a client’s financial future.  He has a Bachelor’s degree in Economics from Pepperdine University as well as insurance and investment licenses in the state of California and is pursuing additional industry education.

Prior to joining Casey’s team, John was a college intern with Northwestern Mutual for 1 year.  Being born and raised in Thousand Oaks, he loves spending time on the water, either ocean or snow, and plays video games with family and friends in his spare time.

 
Krystle Berg

Krystle Berg

Director of Wealth Management
Office 818-887-9191

Krystle started her career with Northwestern Mutual in 2006, advancing in many capacities, and is currently working as the Director of Wealth Management & as an Associate Wealth Management Advisor. Krystle has her Life & Health Insurance license in the state of California, as well as her FINRA Series 6, 7, 63 & 65 licenses.

Krystle currently supports our team’s efforts in providing investment client’s with up to date market information, informative presentations, wholistic plans, and retirement planning support.

Krystle spends her free time with her two daughters, Ava & Piper, and they often fly around California to adventure on the weekends as her husband, Eric, is a pilot.

Krystle may work with you to:

  • Process any 401(k)/Employer Sponsored Plan rollover phone calls or paperwork
  • Make any investment account related updates/changes
  • Answer any investment account questions
 

Lenay Kaname

Director of Insurance
Office 818-887-9191
 
Casey Pierce

Casey Pierce, CLU®, ChFC®

Financial Advisor

 

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