Rebecca Lantzer is a financial advisor at Berger Financial Group with 20 years of industry experience. She holds a Series 63 designation and previously worked at Purshe Kaplan Sterling Investments and Independent Financial Group LLC. Outside of advising, she is a certified notary public and owns a tax preparation business. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, tax planning and preparation, succession planning, and retirement-plan consulting, utilizing proprietary long-term investment strategies managed primarily on a discretionary basis.

Lisa Greely is a financial advisor at Berger Financial Group with 26 years of industry experience. She holds a Series 63 designation and has worked previously at Purshe Kaplan Sterling Investments and Independent Financial Group. In addition to her advisory role, she owns and operates A&G Tax Services, LLC, providing tax preparation and filing services. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, comprehensive financial and retirement planning, and income tax planning, using proprietary long-term investment strategies developed by an Investment Committee.