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.
Berger Wealth Services
Jeffrey Berger
Director, Financial Advisor
Jeffrey is a native of Highland Park, Illinois. In 1996, he moved to Evansville to serve as Executive Director of the Evansville Philharmonic...
Peggy Hardesty
Client Assistant
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...
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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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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