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
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.
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...
Berger Wealth Services Gives Back
We believe that service is at the core of what it means to make a community home.
Featured Resources
Prepare for Medicare: A Guide for First Timers
Consider these factors when deciding which Medicare programs to participate in.
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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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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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