Family with Baby
About Us

We think about your finances, so you can focus on what is most important to you.

Guided by our Values

These are the qualities that drive us as individuals and as a team…

Integrity

Always do what’s right and hold yourself accountable.

Professionalism

How we show up to work and conduct ourselves.

Relationships

How we treat each other and our clients. What it’s all about.

Communication

Honest and clear; provide answers before questions are asked.

Team Alignment

Working together for a shared mission. Being on the same page. 

What do you value?

Aligning your life begins with knowing what is most important to you, since people who know their values are more likely to live them out.
Find Out Now
Try the North Oaks Values Exercise

Our Team

Meet the people who can help you think beyond your money by aligning your values and finances.

Keith Berg
PARTNER / WEALTH ADVISOR – BFA™, CFP® , FIC

Keith is a two-decade veteran in the financial services industry who appreciates the technical side of planning. He has always had a passion for markets and the economy, and sees his work with the North Oaks Financial Group as an opportunity to build something truly unique.

Meet Keith
Luke Schneider Headshot
Luke Schneider
PARTNER / WEALTH ADVISOR – BFA™, CFP® , FIC

Luke is a holistic planner who helps people prepare for the certainty of uncertainty. He prides himself on working closely with clients to enable them to write chapters in their life story they never thought possible.

Meet Luke
Nick Taylor Headshot Nick Taylor Casual
Nick Taylor
PARTNER / WEALTH ADVISOR – CFP®, ChFC™, BFA™, FIC

Nick brings passion, intelligence and light-heartedness to discussions about finances. He is a true “people person” with an interest in understanding why people do what they do with their money. Nick’s personality is a cornerstone of the North Oaks Financial Group, making him a favorite among colleagues and clients alike!

Meet Nick
Patty Keehr Headshot
Patty Keehr
CLIENT SERVICE PROFESSIONAL

Meet Patty
Andy Jolivette Casual
Andy Jolivette
DIRECTOR OF LIFE ALIGNMENT

Meet Andy
Melissa Montgomery Headshot
Melissa Montgomery
FINANCIAL PLANNING ANALYST

Meet Melissa
Maggie Farrell Headshot Maggie Farrell Casual
Maggie Farrell
SCHEDULING & SPECIAL EVENTS

Meet Maggie
Nicole Watkins Martin
LICENSED OFFICE PROFESSIONAL

Meet Nicole

Our Locations

North Oaks Office

200 Village Center Drive
Suite 200
North Oaks, MN 55127-7204
(651) 635-0500
(651) 486-6431

Downtown Office

Coming Soon. We’re on the hunt for a downtown Minneapolis office to help us better connect with valued customers in the downtown area. 

Check back soon for details.

Virtually Anywhere

Available to meet by phone or video calls, and licensed in multiple states – so you can work with us from wherever.