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Our Qualifications

Scott Berg, CWS®
Senior Vice President, Financial Advisor

Scott is a goal-oriented person. He has a passion for helping people become financially organized, and all of the details of developing and maintaining a financial plan. He enjoys creating visual tools to help clients understand their investments, cash flow and total financial picture. Scott has been in the financial services industry since 1985, and has obtained the Certified Wealth Strategist® (CWS®) certification. Scott was educated at Washington State University and Trinity Lutheran College, earning a bachelor’s degree in education. He and his wife Ann, have twin daughters, two grandsons and a granddaughter.



Kendra Dobbs
Senior Registered Associate

Kendra has dedicated her career to earning and keeping clients’ trust. Since 2005, Kendra has brought her love of numbers and exceptional client service to the team. Kendra holds a degree in Marketing Information Systems from James Madison University in Harrisonburg, Virginia. Kendra and her husband, Ross, have a son, Noah, and daughter, Dana.