Serving the community with wealth management and financial planning since 2006.
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...
Kim joined Baird and the Berger Wealth Services team in July 2021 to continue and expand her career in the financial services field. She enjoys partnering with individuals and families as a trusted financial planner and investment...
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...
Madeline, who also goes by Maddie, 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...
The cornerstone of our financial planning philosophy is getting to know as much as possible about you, your dreams and risk tolerance. From there, we work together to build a financial plan and investment portfolio designed to meet your objectives.
Our strong commitment to exceptional service and caring for our clients drives our practice at Baird. With your trust and commitment, we can do what is right for you and your family. Working with you would be our privilege, and we look forward to the opportunity.
Today’s economic landscape is complex. Shaped by evolving trends in business, global affairs, and governmental policy, it’s never been more challenging to navigate the different factors affecting your financial future.
When you turn to the Berger Wealth Services team, you gain access not only to our dedicated financial advisors, but to the strength of an entire team of Baird financial experts.
Everyone’s journey is unique. Your wealth management strategy should be too. As Financial Advisors at Baird, that philosophy guides the way our team works.
Wealth management is about more than markets and returns. It’s about setting your own path, and reaching your greatest potential. Let us help you write your story.