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Berger Wealth Services

Berger Wealth Services

Serving the community since 2006

Meet the Berger Wealth Services Team

Jeffrey Berger

Director, Financial Advisor

(812) 428-5107

Jeffrey A. Berger Director | Financial Advisor Chartered Wealth Advisor® 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 Associate


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...
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Peggy Hardesty

Client Assistant

(812) 428-5111

Peggy joined the firm in February 2019. She has over 30 years’ experience in customer service, with the last 10 years at a local retirement planning firm. She provides each client with the professional and personalized support...

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Madeline Marx

Client Specialist

(812) 426-1481

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...

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This Is Your Story. We Can Help You Write It.

The cornerstone of our investment philosophy is getting to know as much as possible about you, your dreams and risk tolerance. From there, we work together to build an investment and financial plan designed to meet your objectives. No matter what your objectives, time horizon or risk tolerance may be, we have your needs in mind. 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 and your family would be our privilege, and we look forward to the opportunity.

Unwavering Support.

Unwavering Support.

In 1919, Baird was founded on a promise: we will always work to put our clients first. Today, we are dedicated as ever to maintaining the highest standards of service, integrity and discretion that we’ve become known for. Through life’s ups and downs, our team will remain steadfast in our commitment to serving you, your family, and your future.

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With You Every Step of The Way.

From day one, we’re an advocate for you and your legacy. We believe in your success because we know how hard you’ve worked to get here, and we’re confident about everything you will accomplish in the future. Through life’s ups and downs, we will always be here for you with everything you need to plan for you and your family today and tomorrow.

Meet Our Team
Comprehensive Wealth Management – Tailored For You.

Comprehensive Wealth Management – Tailored For You.

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. We get to know you, learning your goals and ambitions, so that we can build a personal financial roadmap to take you where you want to go. We use the firm’s breadth of capabilities and knowledge accumulated over more than 150 years to tailor wealth strategies based on your actual needs, not a hypothetical simulation. Here, 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.

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Approachable Expertise.

Approachable Expertise.

Today’s economic landscape is complex. Shaped by evolving trends in business, technology, global affairs, and governmental policy, it’s never been more challenging to navigate the different factors affecting your financial future and mapping a path to long term financial stability.

When you turn to Baird, you gain access not only to our dedicated financial advisor team, but to the strength of an entire family of connected financial experts.

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Providing Clear Perspective.

Want to learn more about us? Explore the process, values and experience we use to help you get where you are going.

Our Process

Our team creates thoughtful financial strategies that are uniquely tailored to your needs and goals.

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Our Values

Quality, perspective, honesty and integrity: our core values are at the center of everything we do.

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Our Experience

Our education and industry experience have perfectly prepared us to guide you.

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Berger Wealth Services