With 50+ years of combined experience, clients lean on us to navigate life's greatest joys and greatest challenges.
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 Orchestra. He joined Integra Bank as Vice President and a Private Banking Officer in 2001.
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.
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...