Brett Berg, Vice President of Advanced Planning, brings more than 21 years in Advanced Planning to Prudential. Brett has led the Prudential team and is an industry thought leader and accomplished public speaker in the advanced markets space. He has deep expertise in estate, charitable, wealth transfer, and retirement strategies, as well as in practice management.
Prior to joining Prudential, Brett was a key player in advanced markets, spending several years at Nationwide, before switching roles to lead the Advanced Marketing team at The Hartford.
Brett received his B.A. from Bradley University, his law degree from Creighton University, and his LL.M. (taxation) from Capital University.