Kim Wren, CFP® is a Financial Advisor with the Berger Wren Group at Baird. She is a CERTIFIED FINANCIAL PLANNER® professional and completed her Certificate of Financial Planning though Howard University. In her work with clients, Kim brings an education-first approach to personal finance and investing.
Before her career in finance, she was the Orchestra Director at Thompkins Middle School from 2014-2019 and served as the Orchestra Director for the EVSC/PEF Summer Musical program for four of their productions.
Education
Certificate in Financial Planning, Howard University
Bachelor of Music in Music Education, Michigan State University
Licenses & Certifications
CERTIFIED FINANCIAL PLANNER® certificant
SIE, Series 7, Series 66
Health, Life, & Disability Insurance
Awards & Recognition
Rising Star Award, Girl Scouts of Southwestern Indiana
20 Under 40 Honoree, Rotary Club of Evansville
Association of African American Advisors 50 Under 50
Current Service
Board of Directors, Secretary, YWCA of Evansville
Board of Directors, Treasurer, Arts Council of Southwestern Indiana
Board of Directors, Treasurer, Wesselman Woods
Council Member, Secretary, Baird Women Advisors Council
Committee Member, Evansville Black Chamber of Commerce Financial Planning Conference
Committee Member/Chair, YWCA Women’s Equality Day Luncheon
Past Service
Board of Directors, Evansville Parks Foundation
Board of Directors, JD Sheth Foundation