Our Qualifications

Meet the Team - 89+ years of industry experience

Gregory G. Berg
Managing Director – Investments, PIM Portfolio Manager

Since 1984, Greg Berg has served his client’s financial interests through hard work and a common sense approach to investing. After graduating summa cum laude from the University of Wisconsin at Milwaukee with a bachelor’s degree in finance and marketing, Mr. Berg began his securities career with a predecessor firm of Wells Fargo Advisors.  He focuses on providing comprehensive investment and retirement planning, portfolio management services, and objective financial advice. In 2005-2018 Mr. Berg received recognition as a Wells Fargo Advisors Premier Advisor.*

 Jeffrey J. Diel, CFP  ®
Senior Vice President – Investment Officer, PIM Portfolio Manager

As a Financial Advisor with more than 26 years of experience, Jeff has developed a diverse knowledge of both the markets and the economic factors that drive them. He focuses on comprehensive portfolio management for successful individuals, private corporations and institutions. In 1988, Jeff earned a bachelor's of science degree in business from the University of Wisconsin at LaCrosse, where he graduated with Dean’s List honors. He went on to complete graduate level courses in accounting and economics from the University of Wisconsin at Milwaukee. Jeff began his financial services career in 1992 with a predecessor firm of Wells Fargo Advisors.

 Rochelle Wacker
Senior Registered Client Associate

Rochelle brings 29 years of operational experience to the Berg/Diel Investment Consulting Group of Wells Fargo Advisors. Having received a Bachelor’s degree in business management from Alverno College and her general securities registration, Rochelle has proven to be an indispensable member to the team. Rochelle’s experience and knowledge allows her to handle virtually any administrative or operational issue that comes along.

*The Wells Fargo Advisors Premier Advisor designation is held by a select group of Financial Advisors within the Firm as measured by business production, completion of educational components and professionalism.