Jonathan Michael Berg
Financial Representative
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Years of Experience
Representing Northwestern Mutual since 1987
Education
Bachelor of Arts in Accounting from the University of New Mexico
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Albuquerque’s Miller Financial Group Wins Community Impact Award
Ben Miller, managing partner of The Miller Financial Group, along with his team at the Albuquerque office of Northwestern Mutual, were awarded the 2010 Community Impact Award from the Northwestern Mutual Foundation for their ongoing work with the Juvenile Diabetes Research Foundation (JDRF) of New Mexico. JDRF is an organization committed to finding a cure for Type one diabetes and its complications through the support of research. In recognition of the office’s work with JDRF, the Northwestern Mutual Foundation will make a $50,000 grant to support the organization’s mission of finding a cure for diabetes.
The Miller Financial Group’s work with JDRF began in 2007 when Ben Miller became the managing partner of the Albuquerque office. He was committed to finding a local nonprofit organization that his office could embrace. After a review of several nonprofits and through the support of several financial representatives in the office, his team selected JDRF as a nonprofit partner, and its involvement has grown each year.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
