Leadership Team

The Leadership Team at Evergreen Advisors is responsible for guiding the strategic direction of the firm and overseeing its key functional areas. This includes setting corporate strategy, driving growth initiatives, managing operations, and ensuring the firm's services in investment banking, CFO advisory, business valuation, corporate finance, and location strategies are executed effectively. The team comprises top executives and senior leaders who collaborate to deliver innovative financial solutions and successful outcomes for clients throughout their financial lifecycles.