Executive Biography
Biography of Terri Berg
Terri Berg
Secretary, Office Manager and Advisor Assistant
Terri Berg is Advisor Assistant & Client Services Manager of CIM Financial Group, Inc. Terri has over 14 years of administrative and customer service experience, primarily in the insurance industry. She also has many years of experience as liaison between mutual funds companies and account holders. Terri is a Series 65 licensed Investment Advisor Representative.
Terri graduated from the University of Washington with a degree in French and currently lives in Edmonds with her husband Kyle and her two sons, Anthony and Ryan.