Valerie Berg joined Hergenroeder Financial Advisors, Inc. in 2021 as Operations Manager. She brings strong client service, organizational and operational skills. Valerie works to ensure the continued quality, productivity and efficiency of all aspects of the firm.
She is a graduate of Western Maryland College with a Bachelor of Arts degree in Economics and Business Administration. Her work experience includes over seventeen years in banking at Mercantile Safe Deposit and Trust Company, where she was a Vice President in their Cash Management department; fifteen years at a Catholic private elementary school as a classroom Instructional Assistant; and most recently, two years as a Client Service Representative at a financial planning firm. There, she supported the firm’s advisors with an exceptional level of service for the many administrative and operational functions to meet the various financial planning needs of their clients.
Valerie lives in Kingsville with her husband, Kevin, and they have two grown, married children. She enjoys attending sporting events, traveling, and spending time with family and friends.