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Meet the Team

At our firm, we have the client—and only the client—in mind.

At Evergreen Financial Associates, LLC, we specialize in helping retired individuals, owners of closely held businesses, and other successful professionals reduce their current taxes, potentially maximize their investments, plan for retirement, satisfy their charitable desires, and efficiently transfer their assets to their children, grandchildren, and other chosen heirs. In many cases, by applying state-of-the-art estate and investment planning tools and techniques, we have helped our clients reduce their estate and income tax burden. Throughout this process, we never lose sight of one essential element—personal service.

At our firm, we have the client—and only the client—in mind.

 

At Evergreen Financial Associates, you will find the best of both worlds: the resources of a large company, and the personal attention you need to establish a plan for long-term financial success.

Mitch Glicksman

Mitch Glicksman, CFP®, AIF®

Mary Jane Callaghan

Mary Jane Callaghan, AIF®

Yvette McKern

Yvette McKern

Client Service Manager

Gabrielle Brieger

Gabrielle Brieger

Administrative Assistant

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.