Broker Check

Our Team

Keith W. Berg, CFS, MSFS

LPL Financial Advisor

515-275-2856

[email protected]

Keith has been providing financial and investment services since 1987 when he joined his father's business, which was started in the mid 1970's. He was awarded the prestigious recognition as 'Rep of the Year' in 2015 with his previous...

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Adam Good

LPL Financial Advisor

515-275-2856

[email protected]

After graduating with a finance degree from Iowa State University in 2005, Adam joined his stepfather, Keith W. Berg. He has been providing financial and investment services in the Ogden, Ames and Eagle Grove areas since 2008. Adam...

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Denise Burt

Client Services Associate

515-275-2856

[email protected]

Denise joined GoodWealth Financial Partners in October of 2009 as a Sales Associate. Her primary responsibilities include assisting the advisors with paperwork, phone calls and client reviews. Denise and her husband, Billy, have two...

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Samantha Stephens

Client Services Associate

515-275-2856

[email protected]

As a Client Services Associate, Samantha's primary duties include assisting the the advisors with paperwork, phone calls and client reviews. Before joining GoodWealth Financial Partners in August of 2013, she spent 13 years working in...

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Lori Braun

Marketing Associate

515-275-2856

[email protected]

Lori joined GoodWealth Financial Partners in 2012 as a virtual assistant. Based in Bismarck, ND, her primary responsibility is coordinating the marketing efforts for the office. At various times throughout the year, she will also be ...

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