Steve Berger

Office: 952.452.9064 | Email: steveb@efsadvisors.com
Financial Advisor | 2014-2017 Five Star Wealth Manager

Steve Berger

Office: 952.452.9064 | Email: steveb@efsadvisors.com
Our Team

Steve Berger

A 1995 Graduate of St. Olaf College, Steve earned a degree in economics with a finance concentration. Throughout his career in the financial services industry, Steve has provided comprehensive financial planning and wealth management services to individual clients, educators and small businesses. By creating personalized retirement plans with the intention of providing life-long retirement income, Steve helps his clients feel confident about their future.

A recipient of multiple industry awards, including a four-time winner of the Five Star Wealth Manager Award, Steve enjoys volunteering regularly as a BestPrep teacher and spending time with his three children – Hannah, Harrison and Harlow.

Marketing/Communications:

Suzanne Smith

A team member since November 2011, Suzanne creates and implements a variety of marketing and communication initiatives, strategies and processes. Before beginning her career at Target in 1998, she graduated with honors from the University of Minnesota’s Carlson School of Business with a degree in marketing. A veteran of using marketing, strategy, process and communications to build a variety of businesses and teams, her various positions at Target required brand development, advertising, as well as strategy creation and implementation. In 2007, she consulted on the content and design of Fingerhut’s website, and in 2010 she joined Hawkins Associates, LLC as an account manager responsible for the brand management of Target’s vitamin lines. Suzanne currently resides in Medina, MN with her husband and two daughters where she enjoys yoga, running and volunteering.