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A former US Army officer, Vietnam Veteran, and a Pacific
Northwesterner for over 20 years, Dale holds an MBA, and has completed
significant executive training and post-post graduate work. With over
thirty years in Senior Corporate Financial Management positions in the
Aerospace Industry and others, Dale's expertise is in the forward
planning and analysis of businesses. He believes that a comprehensive
Personal and/or Business Financial Plan is among the greatest gifts that
can be given to future generations. Dale, his wife and two children,
enjoy entertaining in their home, participating in the community, and
traveling around the Pacific Northwest.
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A Wisconsin native, Harriet and her husband, Bob, came to Oak
Harbor with the Navy. An intention to only stay for Bob's three-year
enlistment grew to over 30 years as island residents. In addition to her
24-year leadership of Berg Tax and Financial Services, she shares a
passion wyth her husband for assisting others to establish home-based
businesses. Harriet is securities licensed with Terra Securities
Corporation in Washington, California and Florida.
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A retired Naval Supply Officer and business graduate of Pacific
Lutheran University, Jeff has been preparing taxes and providing
financial service advice since 1991. He is securities and insurance
licensed in the State of Washington with Terra Securities Corporation.
In his spare time, Jeff enjoys golf, camping, walking, and is an active
volunteer at his local church.
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A veteran tax preparer with 27 years of experience, Sharon brings a
wealth of knowledge to Berg & Associates. An avid gardener, Sharon and
her husband also enjoy her two cats, Calvin and Hobbes.
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Michele and her family came here with the Navy, and have proudly
called Oak Harbor home for over eight years. She has over 15 years of
accounting and finance experience, enjoys community service with Venture
Club of Oak Harbor, and spending her free time with her family.
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