Who We Are

Our Story

Why We Do This

What Makes Us Different

Your Legacy Starts Here

At Evergreen Wealth & Co., we believe money should feel simple, supportive, and empowering — not stressful or confusing. I created this business to help families breathe easier, feel more confident about their future, and build a legacy they’re proud of.

Because financial freedom isn’t just about numbers.
It’s about family, peace, purpose, and the life you’re creating every single day.

Money impacts every part of life — your stress levels, your relationships, your dreams, your future.

We do this work because we’ve seen too many hardworking people feel overwhelmed, confused, or unprotected when it comes to their finances. Our mission is to make the process simpler, warmer, and more human.

Your story matters.
Your peace matters.
Your future matters.

Our Mission

What Working With Us Feels Like

Evergreen Wealth & Co. was built on a simple belief: everyone deserves access to clear, trustworthy financial guidance — the kind that feels personal, honest, and easy to understand.

The evergreen tree represents resilience, growth, and legacy — values rooted deeply in our family and in the way we serve yours. Just like an evergreen grows year-round, we’re committed to helping your wealth grow steadily and sustainably, season after season.

To empower individuals, families, and business owners with personalized, easy-to-understand strategies that help them:

Protect their income and future
Reduce financial stress
Build lasting freedom and security
Create a legacy that grows and endures

We don’t believe in pressure or complexity — just clarity, education, and partnership.

You have choices when it comes to financial guidance — but here’s what makes Evergreen Wealth & Co. unique:

We simplify everything.
No jargon. No overwhelm. Just clear explanations that actually make sense.
We listen first.
Your goals, fears, and dreams matter — and your plan should reflect you, not a template.
We take a warm, family-centered approach.
Money affects every area of life. We honor that with compassion and care.
We create strategies built for real people.
You don’t need millions to build a strong financial future. You just need the right guidance.

Working with Evergreen Wealth & Co. feels supportive, simple, and empowering.

You can expect:

A relaxed conversation about your goals
Clear explanations (no confusing terms)
A plan built around you
Ongoing guidance and support
A safe space to ask questions and make confident decisions

No pressure.
No overwhelm.
Just genuine partnership and real clarity.

We’re honored to walk beside you as you build a future filled with confidence, freedom, and peace.

Because when your finances feel secure, your whole life opens up — and the legacy you leave becomes something powerful, lasting, and deeply meaningful.