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The Bera Wealth Team

Our client relationships are defined by truth, transparency and the willingness to advocate for the right decision, even when it is hard. We earn our clients’ trust through genuine connections with them and deep knowledge of their circumstances and needs. Whether you are concerned for your own financial needs or those of your family or your business, our team can help you identify your needs and provide complementary solutions.

FOUNDERS

F. Chrys Kanos CLU®, ChFC®, CASL®, CLTC®

Private Wealth Advisor

Heath M. Johnson CFP®

Private Wealth Advisor

PARTNERS

Evan Hammond

Private Wealth Advisor

Spencer Arceo Schulz ChFC®, CFP®

Private Wealth Advisor

TEAM MEMBERS

Lauren Starowicz

Director of Operations

Elizabeth Seehr CFP®

Director of Investments and Planning

Erica Beckert

Director of Client Services

Ben Trask

Associate Private Wealth Advisor

Jessica Lang

Director of Marketing and Client Experience

Hailey Burleson

Director of Operations and Client Service

Abigail Alexander

Director of Client Experience