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<strong>The Berger Wealth Services Team</strong>

The Berger Wealth Services Team

We are a multi-generational financial services team committed to meeting your unique financial planning and investment management needs.

With 50+ years of combined experience, clients lean on us to navigate life's greatest joys and greatest challenges.

Meet The Team

Berger Wealth Services

Jeffrey Berger

Director, Financial Advisor

(812) 428-5107

JBerger@rwbaird.com

Jeffrey is a native of Highland Park, Illinois. In 1996, he moved to Evansville to serve as Executive Director of the Evansville Philharmonic Orchestra. He joined Integra Bank as Vice President and a Private Banking Officer in 2001.

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Kim Wren

Financial Advisor

(812) 428-5166

kwren@rwbaird.com

Kim Wren is a Financial Advisor with the Berger Wealth Services team at Baird. She is a CERTIFIED FINANCIAL PLANNER™ candidate, having passed her board exams and completed her Certificate of Financial Planning though Howard University.

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Peggy Hardesty

Client Assistant

(812) 428-5111

PHardesty@rwbaird.com

Peggy joined the firm in February 2019. She has over 30 years experience in customer service, including 10 years at a local retirement planning firm prior to joining the Berger Wealth Services team at Baird...

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Berger Wealth Services Gives Back

We believe that service is at the core of what it means to make a community home.

Featured Resources

Ten Financial Resolutions for Young Adults

Ten Financial Resolutions for Young Adults

Now that you’re out of your parents’ house and on your own, here’s how to build a solid financial footing for yourself.
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What&#8217;s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
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Contact Berger Wealth Services

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