The Berger Wren Group
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 Orchestra. He joined Integra Bank as Vice President and a Private Banking Officer in 2001.
Kim Wren, CFP®
Financial Advisor
Kim Wren, CFP® is a Financial Advisor with the Berger Wealth Services team at Baird. She is a CERTIFIED FINANCIAL PLANNER® and completed her Certificate of Financial Planning though Howard University.
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...
Grace Butler
Client Assistant
Berger Wealth Services is excited to introduce you to our newest team member, Grace Butler! Grace will be supporting us as Client Assistant and has hit the ground running learning all things administrative at Baird. She is a graduate...
Retiring the 4% Rule
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