Our Team

Modern Thinking. Human Connection.

We show up for the moments that matter—celebrations, transitions, challenges—because legacy is personal.

Berlin Hales Taraba Legacy Wealth Management Group is intentionally different. We meet people where they are, adapt to their environment, and build trust through authenticity, not formality. Over time, relationships extend beyond balance sheets.

Louis A. Berlin

Managing Director - Investments
Private Wealth Financial Advisor

Mark F. Hales

Managing Director - Investments
Private Wealth Financial Advisor

Timothy P. Taraba

First Vice President - Investments
Private Wealth Financial Advisor
Certified Investment Management Analyst

Nicki M. Nie

Assistant Vice President
Senior Registered Client Associate

Tahlia A. Cope

Assistant Vice President
Senior Registered Client Associate

Connect With Our Team

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