Bellevue, WA 112th Ave NE Office

Victoria Fisher is a CFP® with 26 years of experience in the financial industry. She has worked at Evergreen Capital Management LLC since 2019, following roles at YIS Capital and Morgan Stanley. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process and proprietary programs such as Right Cycle Investing™, combining ETFs, individual securities, and private fund interests to meet client needs.

Elizabeth Blasingame is a financial advisor at Evergreen Capital Management LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Evergreen Capital Management serves a diverse range of private clients, including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach and proprietary programs such as Right Cycle Investing™, incorporating fundamental, macroeconomic, and third-party research alongside artificial intelligence to guide investment decisions.

Jeffrey Dicks is a Series 65-licensed financial advisor with Evergreen Capital Management LLC in Bellevue, WA, where he has worked since 2011. He has 13 years of industry experience. Outside of his advisory role, he served as an assistant defensive line coach for the Bellevue High School football team in 2011, mentoring students both athletically and academically. Evergreen Capital Management advises a diverse client base including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach and proprietary programs such as Right Cycle Investing™, integrating fundamental and macroeconomic research with artificial intelligence, and manages multiple private funds alongside client portfolios.

Mark Nicoletti is a financial advisor at Evergreen Capital Management LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Evergreen Capital Management since 2012. Nicoletti also serves as director of the Family Office Group for Evergreen Gavekal, a registered investment advisor. Evergreen Capital Management advises a diverse client base including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach supported by proprietary research and artificial intelligence, managing multiple private funds and providing tailored investment solutions.

Gherman Howell is a financial advisor at Evergreen Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Evergreen Gavekal since 2018, with prior experience at Boston College. Evergreen Capital Management serves a diverse range of private clients, including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process and branded programs like Right Cycle Investing™, utilizing fundamental, fund-flow, macroeconomic, and third-party research alongside artificial intelligence, and manages multiple private funds with performance-based fee arrangements for qualified clients.

David Scharf is a Series 65 licensed advisor at Evergreen Capital Management LLC with one year of industry experience. Prior to joining Evergreen, he worked at Madison Investments for five years and held positions at RVK, Inc., Robert Half, and the University of Washington. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension plans. The firm employs a Dynamic Asset Allocation process combined with a proprietary ETF-focused strategy called Right Cycle Investing, and serves as adviser and sponsor to several private funds.

Sydney Ford is a financial advisor at Evergreen Capital Management LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Stahancyk, Kent & Hook and Lewis and Clark College. Evergreen Capital Management serves a diverse client base, including individuals, high-net-worth investors, trusts, endowments, and family offices. The firm employs a Dynamic Asset Allocation approach supported by fundamental, macroeconomic, and third-party research, as well as artificial intelligence, managing both discretionary and non-discretionary portfolios across multiple private funds and strategies.

Joshua Bilisko is a financial advisor at Evergreen Capital Management LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at firms including Kroon & Mitchell Asset Management and Stonepath Wealth Management. Outside of finance, he is involved in a rock band called Pretoria, which performs in the West Michigan area. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning services to individuals, trusts, endowments, and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and a proprietary ETF-focused strategy, combining various analytical methods and third-party research in its investment approach.

Thomas Eulberg is a CFP® professional with seven years of industry experience. He has been with Evergreen Gavekal since 2010. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process and branded programs such as Right Cycle Investing™, combining fundamental research, macroeconomic analysis, and artificial intelligence to guide portfolio decisions.

Quinn Sterling is a financial advisor at Evergreen Capital Management LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Evergreen since 2016 following a brief tenure at Concourse Financial Group Securities, Inc. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and an ETF-focused strategy called Right Cycle Investing, incorporating fundamental, macroeconomic, and third-party research with selective use of artificial intelligence.

Lenora Brekke is a financial advisor at Evergreen Capital Management LLC with two years of industry experience. She holds the CFP® and Series 65 designations. Her prior experience includes roles at MassMutual Life Insurance Company, Mass Mutual Investors Services, and Smith Richards Group. Outside of finance, she provides administrative support to several family-owned real estate businesses and an interior design and space planning company. Evergreen Capital Management offers discretionary investment management, consulting, and financial planning services to individuals, trusts, endowments, and retirement plans. The firm employs a Dynamic Asset Allocation process and an ETF-focused strategy called Right Cycle Investing, supported by independent investment committees and a range of specialized investment approaches.

Adam Costarella is a financial advisor at Evergreen Capital Management LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, LLC and Voya Financial Advisors. Outside of his advisory role, he is president of Adam Costarella LLC, a non-investment-related business. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension and retirement plans. The firm employs a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, combining multiple analytical methods and independent investment committees to manage portfolios.

Kenia Chavez is a financial advisor at Evergreen Capital Management LLC with four years of industry experience. She previously worked at Merrill for five years and Wells Fargo for two years. Chavez holds the Series 63 and Series 66 licenses. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension and retirement plans. The firm uses a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, supported by independent investment committees and a range of specialized strategies.

Kaeli Creed is a financial advisor at Evergreen Capital Management LLC with eight years of experience in the industry. Prior to joining Evergreen in 2018, she worked at Pacific Lutheran University and Continuant, Inc. She is based in Bellevue, WA. Evergreen Capital Management serves a diverse client base including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process supported by fundamental and macroeconomic research, as well as artificial intelligence, and manages multiple private funds alongside proprietary investment strategies.

Sage Swanson is a financial advisor at Evergreen Capital Management LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Ten Capital Wealth Advisors, LLC, and Whitworth University. Evergreen Capital Management offers discretionary investment management, consulting, and financial planning services to individuals, trusts, endowments, and pension and retirement plan accounts. The firm uses a Dynamic Asset Allocation process and a proprietary ETF-focused approach called Right Cycle Investing, supported by independent investment committees and a range of specialized strategies.