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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

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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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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Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.
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Contact Berger Wealth Services

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