Our Team

Our Team

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 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, CFP®, AIF®

888-865-4449 or 480-951-6536

Mitch Glicksman has been in the financial services business for over 30 years. Prior to starting his financial planning practice in 1998, Mitch developed significant investment expertise during his 12 years on Wall Street with firms such as Merrill Lynch, Lehman Brothers, and Union Bank of Switzerland. Those years resulted in a large part of his practice initially being concentrated in helping individuals and families whose income is derived largely from corporate compensation. Over the last 15 years, the focus of the practice has expanded to include law firms, medical practices, and other closely held businesses and high-net-worth individuals. He has many clients who are at or near retirement, helping them address their unique situations in the areas of estate planning, investment management, and business succession.

Mitch co-founded Evergreen Financial Associates in 2004 and is now an Investment Adviser Representative of Commonwealth Financial Network®. Mitch received his BS in Management from the State University of New York at Buffalo and his MBA from Pace University. He is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary®. He is a member of the International Association for Financial Planning and the Carefree - Cave Creek Chamber of Commerce. He lives in Scottsdale, Arizona, with his wife, Yann. They have two daughters, Jeri and Maya.

Vista Seal Badge


Mitch Glicksman is proud to have been recognized as a Vista Club advisor for 2020—a distinction based on annual production that places him among the top 27 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients. 


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2019 Five Star Professional

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,247 Phoenix wealth managers were considered for the award; 191 (6 percent of candidates) were named 2014 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Mary Jane Callaghan, AIF®

201.934.1818, x201

Mary Jane has been a provider of financial planning services since 1993. Prior to founding Evergreen Financial Associates in 2004, Mary Jane was affiliated with Lincoln Financial Advisors. She maintains an extensive knowledge of the financial markets and tax planning strategies and uses this expertise to implement strategic financial plans to meet her clients’ goals and needs. Today, Mary Jane’s clients are successful business owners, executives, attorneys, accountants, and other accomplished individuals seeking a trustworthy financial advisor.

Mary Jane is an Investment Adviser Representative of Commonwealth Financial Network® and an Accredited Investment Fiduciary®. She received her BS in marketing and business management from Franklin Pierce University. Her mission is to develop long-term relationships with her clients based on outstanding service, trust, and integrity.

Mary Jane lives in Oakland, NJ and in her spare time enjoys cooking, traveling, and spending time with family and friends.

Yvette McKern

Client Service Manager


Yvette joined Evergreen Financial Associates in June 2012 as assistant to Mitch Glicksman in the Scottsdale office. She has now transitioned into the role of client service manager. With more than 20 years of experience, Yvette is responsible for client service and support, as well as administrative office support.

Prior to her role at Evergreen, Yvette worked in assorted finance-related industries, including commercial real estate, accounting, and financial management. She has an associate's degree in Business Administration from Trend Business College and holds a State of Arizona Life, Health, and Disability Agent's license. She is also a Notary Public.

Yvette was born and raised in Eugene, Oregon, and proudly (oh, we mean loudly) supports the Oregon Ducks. She organizes the largest watch parties for Oregon alumni to view the football games here in Scottsdale. She also enjoys music, movies, reading, and spending time with friends.

Gabrielle Brieger

Administrative Assistant

201.934.1818, x206

Gabrielle better known as Gaby, joined Evergreen Financial Associates in October 2021 as assistant to Mary Jane Callaghan in the Ramsey office. Gaby has more than 25 years of experience as an Administrative Assistant/Document Support Specialist in several industries most notably insurance. Areas of insurance she has worked in are Property/Casualty, Structured Settlements, Marine and Human Resources. New York Life Insurance Company, Marsh & McLennan and American Bureau of Shipping (Maritime) were just a few of the companies she worked for.

Degrees Gaby holds are a BFA, an Associate in Business Administration and an Associate in Computer Information Systems, all earned in New Jersey where she grew up.