Jordan Berger, CPA, J.D.

Managing Director




Jordan “Jordy” C. Berger, Managing Director, brings over 45 years of experience to NFP Insurance Solutions Services, formerly known as Schwartz Benefit Services, where he specializes in providing insurance solutions to individuals, families and businesses in the areas of trust and estate planning, succession planning, wealth transfer and executive benefits. Jordy spent the majority of his career as a tax partner at the accounting firm of Altschuler, Melvoin and Glasser LLP which was acquired by American Express Tax and Business Services Inc. in 1999, which later was acquired by RSM McGladrey. Prior to joining Schwartz Benefit Services, Jordy was a Managing Director with RSM McGladrey. Accountants, attorneys and insurance executives throughout the country have relied on Jordy’s expertise and experience to preserve the wealth of their clients. He combines sophisticated planning techniques with the ability to find practical solutions to problems.

He received his bachelors degree in accounting from the University of Illinois at Chicago in 1966. Upon graduating from Northwestern Pritzker School of Law in 1969 with a Juris Doctor Degree, Jordy worked as an attorney and group manager in the Chicago office of the Internal Revenue Service Estate and Gift Tax Examination Division.

He is a member of the Chicago Estate Planning Council (past president), American Institute of Certified Public Accountants, Illinois Bar Association, Illinois Institute of Certified Public Accountants, Chicago Bar Association and the Professional Advisory Committee of the Jewish Federation of Metropolitan Chicago.

Jordy is a frequent speaker on estate planning and insurance related topics as well as authoring numerous articles.

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Insurance services provided by SBSI, Inc.

Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS). NFP Insurance Solutions is a marketing name and platform used by affiliated and nonaffiliated companies, including but not limited to SBSI, Inc., using the services of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP Corp.  PartnersFinancial is a division of NFPISI. Kestra IS and Kestra AS are not affiliated with SBSI, Inc. or NFP Corp. Kestra IS, Kestra AS, and NFP Corp. and its subsidiaries do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms. Not all professionals listed on this site are licensed to offer securities or Investment Advisory Services. Investor Disclosures 

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