Jordan Berger, CPA, J.D.
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.