Doug Boschert is an 8-year veteran of Smith Barney and UBS PaineWebber who didn't like what he saw at the big brokerage house. Mariann McDermott, CFP, worked with Doug at both firms, in 2002, the pair struck out on their own to form Evergreen Advisors Inc. Shelley Kearney has worked in financial services for 25 years at JC Bradford, Smith Barney and Morgan Keegan.
Rich Roedersheimer takes pride in his ability to present and recommend investment ideas for his clients. He is deeply committed to them. Cash Management includes debt management-consumer debt like credit cards, car payments and also mortgage debt and school loan debt. Getting a plan for paying down debt can be a very beneficial part of financial planning.
Rich Roedersheimer takes pride in his ability to present and recommend investment ideas for his clients. He is deeply committed to them. Cash Management includes debt management-consumer debt like credit cards, car payments and also mortgage debt and school loan debt. Getting a plan for paying down debt can be a very beneficial part of financial planning.
Services
Evergreen Advisers, Inc. was founded in 2002 because a young financial advisor, Doug Boschert, wanted to create and build a firm focused on client's goals and needs. Doug was an eight-year veteran of Smith Barney and UBS|PaineWebber. He wanted to do things differently and be independent of the corporate restraints.
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