CFP® | Wealth Advisor, SVP
Jim Burger has nearly 30 years of experience in the financial services industry. He served on the executive leadership team for Old National Wealth Management for 20 years prior to opting to focus his full-time attention on his clients. In his current role as a senior vice president, wealth advisor for 1834, a division of Old National Bank, he is responsible for advising institutional and high-net-worth clients. Jim directly advises on nearly $2 billion in client assets.
His significant contributions include having:
- Supervised a team of advisors and consultants responsible for managing over $7 billion in client assets.
- Helped numerous business owners successfully transition from running a business to retirement.
Jim is a Certified Financial Planner (CFP) and earned a Bachelor of Science degree in business administration from the University of Evansville.
Having just retired from coaching youth sports for almost two decades, Jim now enjoys spending even more time with his family, being involved in his church and working in his yard.