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Nathan Berg

Nathan Berg

Client Service Specialist

I am from New Prague, MN, where I was both born and raised. Following my graduation from New Prague High School, I pursued my passion for baseball at Xavier University. Later on, I transferred to Minnesota State University – Mankato, where I spent three years playing baseball while earning my degree in Finance in May of 2023. During my time at Mankato, I met Keith, who came to speak to our retirement planning class. After class, I approached Keith and talked baseball with him. A few months down the line, Keith and I reconnected, exploring the possibility of working together. Joining the team here in Cannon Falls has been a fantastic opportunity. One of the highlights of working here has been the chance to meet new people and tackle diverse challenges along side Keith and Jared, providing support to them as they craft personalized plans tailored to each unique situation.

Outside of the office, you'll often find me either on the golf course or at the baseball field. I proudly play for the Union Hill Bulldogs amateur baseball team. Beyond baseball and golf, I actively participate in a men’s hockey league throughout the year. As an avid Minnesota sports fan, especially rooting for the Vikings, SKOL! I also like to hunt and fish, mainly ice fishing.  I have a sister currently attending the University of Minnesota, and a brother who will be graduating from high school in 2024 and will join the baseball team at Concordia St. Paul. I cherish the opportunity to support my brother in his senior sports seasons, striving to attend every game possible. You could say sports are a huge part of my life. 


Bachelor of Science Degree in Finance from Minnesota State University, Mankato.

Passed Minnesota Life and Health Insurance Exam in 2023

Community Involvement:

Union Hill Bulldogs Amateur Baseball Team: Player 2015-Present

Home Town Bats Foundation Home Run Derby Fundraiser: Hitter 2021-Present

Union Hill Baseball Grounds Crew Volunteer

Baseball Private Lessons with various youth players