Team

At L.V. Berry, Inc. teamwork is essential. Our Clients are our number one priority, and we strive to make their whole experience enjoyable as well as financially beneficial.

When Clients call, they’re promptly greeted by a team member. We note individual preferences and life developments to create a highly personalized experience – each and every time. Often we meet off-site and outside of business hours to accommodate special circumstances. We celebrate Clients’ happiest milestones, and also offer support and resources during tougher times. When Clients hire L.V. Berry, they discover a team eager to listen, respond, manage and serve.

Dorothy Wozny

Investment Consultant

(205) 822-8115

dorothy.wozny@lpl.com

Series 7, Series 66 held through LPL Financial, Alabama Insurance License

As President of L.V. Berry, Inc., I am involved in every aspect of the business.

Prior to joining the firm in 2009, I spent over 20 years managing and developing real estate portfolios for investors. I have a Series 7 and 66 Registrations held through LPL Financial, an Alabama Insurance License and a Master’s Degree in English.

During all of my years of managing investment portfolios and working with Clients, I have found that effective communication is the key to delivering stellar service. I often work with multiple generations within individual families, and the best parts of my work day are always Client meetings. My Clients and their financial well-being are the foundation of my business.

I enjoy travelling, biking, hiking and spending time with family and friends.

Xeni Schiller

Office Administrator

(205) 822-8115

xenia.schiller@lpl.com

As Office Administrator, I always try to listen and respond promptly to requests, but my goal is to go beyond that and anticipate Clients’ needs. I want to show them they are invaluable to us by providing exceptional and highly personalized service. 

I came to L.V. Berry with a solid background in office management and a Master’s degree in Creative Writing. On the weekends, I teach English as a Second Language and study for my license. When I’m not working, I like to spend time with my favorite dogs and people.