Team Members

At Evergreen CFM, we serve as a strategic partner to business owners and professionals, offering consulting that blends operational insight, financial acumen, and long-term planning. Since 2009, we’ve supported hundreds of entrepreneurs through growth, transition, and complexity — helping them make confident decisions across both business and personal domains. Our team is comprised of licensed advisors with backgrounds in finance, economics, and business leadership. We hold credentials including CEPA, MBA, CLTC, Master's in Legal Studies, and insurance licenses. 

 

What truly sets us apart is our ability to integrate the knowledge of our internal team and external partners to create customized strategies to achieve our client’s goals.