Our Team

Mike Berry

Mike Berry, CFP®

Mike founded the firm in 1986 after having spent the previous twelve years in the banking profession. Mike earned his CFP® certification in 1986 from the College for Financial Planning in Denver, CO. While skilled in all areas of financial planning, Mike likes to focus on investment management, tax strategies and estate planning. With over three decades in the profession, Mike enjoys making the complexities of the financial world easy to understand and not so overwhelming.

In 1975 Mike married his high school sweetheart, Debbie, and they have 2 grown children and 2 grandchildren.

Mike is the founder of Kids Aid, a local non–profit whose mission is “Helping Kids be Kids.” Kids Aid currently runs the Feeding Friends Backpack Program which provides bags of food to children in need each weekend. The organization currently provides 2,200 bags of food each
week of the school year to students in all Mesa County schools.

When not working or feeding kids, Mike enjoys his yard work and gardening, golf, hiking and time with his family and dog, Riley.

Deb and Mike