Staff and Affiliations

Tom Berry
Principal
 
Tom entered the investment advisory business in 1984. He has earned the designation of Certified Investment Management Analyst (CIMA) through the University of Pennsylvania's Wharton School of Business and the Chartered Financial Consultant (ChFC) designation from the American College, as well as a BS from the University of Oregon. He has completed post-graduate work in financial analysis at the University of San Francisco and the following executive education programs:

 > Financial Analysis for Non-Financial Executives -- University of California Berkeley,

    1995​

 > Value Investing Program -- Columbia University, 1999
 > Basics of Options, Futures and Other Derivatives -- University of Chicago GSB, 2007

 > Investment Decisions and Behavioral Finance -- Harvard University, 2007

Tom's vCard

tom@berrywealth.com
Phone: (503) 546-3200
FAX: (503) 564-3205

 
Eben Eubanks
​Director of Client Relations
 
Eben is a former University of Oregon rugby captain with a degree in Economics and a post-baccalaureate certificate in Accounting.

Eben's vCard

eben@berrywealth.com
Phone: (503) 546-3200
FAX: (503) 546-3205


 

Tiffany Naemura
Administrative Associate

 

Tiffany's vCard

tiffany@berrywealth.com
Phone: (503) 546-3200
FAX: (503) 546-3205

Visit
10151 SE Sunnyside RoadSuite 499

Clackamas, OR 97015

Call

T: 503-546-3200
F: 503-546-3205

 

Contact

ed@berrywealth.com

© 2012. Securities and Investment Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. Berry Wealth Strategies is separate from LPL Financial and is not a broker dealer. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, HI, ID, KS, MD, MO, NV, OR, PA, TX, UT, WA.