EVERGREEN WEALTH - Key Persons
Job Titles:
- Director of Compliance and Operations
Bridget joined Evergreen Wealth in 2023 after spending a decade in trust compliance and administration, as well as a decade as an estate planning attorney. Her keen eye for detail and commitment to excellence align perfectly with our firm's mission to provide exceptional financial planning services to our clients. Through her role as Director of Compliance and Operations, Bridget works to ensure compliance with ever-changing rules, regulations, and best practices and manages various operational processes.
Bridget and her husband have three active sons. She spends most of her free time at her kids' sporting events, clubs, and activities.
Job Titles:
- Client Service Associate & Research Analyst
Job Titles:
- CFP® Wealth Advisor
- Wealth Advisor
Doug began his financial services career in 2010 upon graduating from Southern Illinois University at Carbondale where he earned a Bachelor of Science with a focus in Mathematics. He joined the Evergreen Wealth team in 2018 and is an integral part of the retirement plan team for the firm where he works with both business owners and plan participants. Before joining the firm, Doug also earned his CERTIFIED FINANCIAL PLANNER™ designation. Along with working with businesses, he also guides individuals toward their retirement goals to ensure financial independence in retirement.
Doug and his wife, Carrie, were married in 2012 and have three children. You can find them being active outdoors, playing sports, and sitting by the pool.
Job Titles:
- Wealth Advisor, President
Job Titles:
- CFP®, CPA, AIF® Wealth Advisor, Chairman of the Board, CIO
Kevin started the firm in 1994 to provide wealth management services to small business owners. With more than 30 years of investment and financial planning experience, he specializes in retirement planning, estate planning and business continuation planning. As Chairman and CIO, Kevin is responsible for implementing the firm's strategic initiatives and investment policies. In addition to his professional designations, Kevin obtained his MBA from the University of Illinois at Springfield. Kevin is active in the community as well as professional organizations.
Kevin enjoys golfing and spending time spoiling his grandchildren.
Job Titles:
- CFP®, AIF®, PPC™ Wealth Advisor
Job Titles:
- Client Relationship Specialist