Luke Berge, CFP®

Luke Berge, CFP®

Luke Berge

Luke Berge, CFP®

Wealth Operations Specialist

luke.berge@parablewealth.com

Luke is a Wealth Operations Specialist with a passion for making financial planning and true wealth feel approachable and empowering. He enjoys helping clients bring clarity and confidence to their financial lives so they can focus on what matters most to them.

A Minnesota native, Luke graduated from Baylor University before returning home where he and his wife now live. Known around the office for his storytelling and dry wit, he helps keep the team grounded – and laughing.

Outside of work, Luke enjoys staying active through exercise, trying new restaurants, reading, cheering on his favorite (and occasionally frustrating) sports teams, and spending time with close friends and family.

Luke is a Certified Financial Planner™ (CFP®) professional and holds a BBA in Management from Baylor University. He is licensed with the Series 7, 65, 63, and SIE, as well as life, health, and annuities (LHA).

Let’s discover a different story together

Alyssa Davis

Alyssa Davis

Alyssa Davis

Wealth Operations Specialist

alyssa.davis@parablewealth.com

At Parable, Alyssa helps our clients open new accounts and rollovers, plus any service requests. Our clients love her emphasis on clarity, efficiency, and most of all – her ability to make them feel seen and known.

Alyssa is the person you would want on your trivia team – she’s got a brain like a steel trap and makes every interaction fun!

Outside the office you can find Alyssa singing all the Disney songs while wrangling her toddler and his soft-pawed brothers or catching a movie or bowling with her husband, Mat, unless she is playing a pick-up game of volleyball or reading a juicy sci-fi novel.

Alyssa is a wealth operations powerhouse and a Minnesota Notary Public. She holds a bachelor’s degree in business administration, with a minor in Management, from Winona State University.

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Matt O’Connell

Matt O’Connell

Matt O'Connell

Matt O’Connell

Wealth Operations Specialist

matt.oconnell@parablewealth.com 

Matt has a heart to serve and helps clients with the execution of financial plans in their story of wealth. He is a firm believer in the wisdom and discipline needed to steward well what has been entrusted and graciously given to us.  

Matt treasures his wife and children as some of the greatest gifts he has received. Matt and his wife, Jessica, delight in their role as parents as they shepherd the hearts and minds of their children to be and do what they were made for. With his family, Matt enjoys sports, reading, time outdoors (hunting, fishing, gardening), and working around the home and on the family farm in Wisconsin. They are members of Riverview Baptist Church in West St. Paul. 

Matt earned his Bachelor of Arts degree in Business Administration – Leadership & Management from the University of St. Thomas. 

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Matt Stuessi

Matt Stuessi

Matt Stuessi

Wealth Operations Specialist

matt.stuessi@parablewealth.com

Matt is a Wealth Operations Specialist who enjoys taking on new challenges and learning every day. He has a passion for personal finance and loves to connect with our clients. More than anything, he finds joy in serving others and building meaningful relationships.

Matt grew up in the Twin Cities and graduated from Southwest Christian High School before earning a Finance and Accounting degree from Liberty University. While tutoring fellow students in finance, he realized how much he enjoyed teaching others, which led him to pursue a career in financial advising.

Outside of work, Matt stays involved in his church community at Grace Church in Eden Prairie. In his free time, he’s either on the golf course or playing pickleball, enjoying time with friends and family.

Since joining Parable, Matt has earned his SIE, Series 66, Series 7, and Life, Health, and Accident (LHA) license. He’s grateful for the opportunity to grow, collaborate, and serve others every day.

Let’s discover a different story together