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Our Team

My reason for this career path was quite personal: I saw that many members of my own family, as well as friends, were not getting the kind of help they needed to plan financially for the future. I was confident that with my understanding of personal finance, coupled with my training as a financial professional, I could help people better prepare for the future.

I am a licensed Enrolled Agent, holding Series 6 registrations with Cetera Financial Specialists LLC. I am licensed here in Washington to sell Mutual Funds.

After over 20 years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance ideas and use those concepts to pursue their financial objectives.

I live in Oak Harbor with my husband.  I am fortunate to have 2 of my 3 children living close by with their children.   In our spare time, we enjoy spending time with our grandchildren. We have been members of First Reformed Church for over 40 years and feel a commitment to our community.

 
Harriet Berg

Harriet Berg, EA

Founder

(360) 929-0495

(360) 682-5623

Harriet has been in tax accounting since 1979 and established this firm the same year. She specializes in business, personal, estate and trust returns as well as retirement planning.

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Bethany Hopkins

Administrative & Securities Assistant

360-929-0495

360-682-5623

Megan Rose

Accounting Assistant

360-929-0495

360-682-5623

Sharon Owens

Tax Assistant

360-929-0495

360-682-5623