Nathan Berg

At Couloir Wealth, we work with veterinarians who want less stress and more clarity around their finances. Whether you’re dealing with burnout, business decisions, or just trying to make space for life outside the clinic, we’re here to help you feel more in control. Our founder lives on a working ranch of cattle and horses, and has spent a lifetime surrounded by animals—and great respect for the people who care for them—this is at the heart of everything we do. That connection is what drives our mission: to support your financial wellbeing with the same compassion you bring to your work every day. With decades of financial and investment experience and a fee-only, fiduciary approach, we’ll help you build a financial life that feels stable, supported, and aligned with your values. We’re based in Minnesota, but we meet with veterinarians all over the country—virtually, wherever you are. Let’s talk about what matters to you. Schedule a Discovery Call today.

Tristan Cox is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been the sole advisor at Wealth Span Capital Management since 2016. Wealth Span Capital Management provides fee-based investment supervisory services, financial planning, and educational seminars to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tactical allocation strategy based on fundamental analysis, offering both discretionary and non-discretionary portfolio management with a focus on risk reduction and performance enhancement.

Richard Falck III is a CFP® professional with 35 years of experience in the financial services industry. He has worked at First Heartland Capital, Inc. since 2002. In addition to his advisory role, he serves on the Board of Directors for Merchant's Bank and participates in its Northfield Advisory Board. First Heartland Consultants, Inc. provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Jennifer Beyl Lee is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior roles include positions at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial. Outside of her advisory work, she serves as a board member for the Support Our Troops Haunted House Group, an annual fundraiser event. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a manager-driven approach that combines asset-allocation modeling with both active and passive strategies. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Jeremy Hendrickson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer‑sponsored retirement plans and IRA owners through various advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide managed and non‑discretionary investment recommendations to a large client base.

Christian Lockner is a financial advisor with Edward Jones in Northfield, MN, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he serves as president of the Cannon Heights Homeowners Association in Faribault, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment strategies supported by a large national network of financial advisors and branches.