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.
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...
Madeline Marx
Client Specialist
Madeline 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...
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...
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