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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...

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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. Originally from Atlanta, Georgia, she moved to Evansville in 2014 to teach orchestra with the Evansville-Vanderburgh School Corporation. Kim remains an active...

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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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Madeline Marx

Client Specialist

(812) 428-5142

MMarx@rwbaird.com

Madeline joined Baird in July of 2018 after graduating from Centre College in Danville, KY with a degree in Economics and Finance. She was raised in Birmingham, Alabama and moved to Evansville, IN in the...

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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

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.
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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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The Three Keys to a Great Password

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
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Contact Berger Wealth Services

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