Evergreen Wealth Management, LLC

Michael Gorsline is a financial advisor at Evergreen Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Evergreen Wealth Management since 2015, previously working at Evergreen Financial Group. Outside of his advisory role, Gorsline is an independent licensed insurance agent and dedicates part of his professional time to offering insurance products. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory, focusing on long-term trading and diversified asset allocation.

Andrew Nutter is a Series 65 licensed financial advisor at Evergreen Wealth Management, LLC with 10 years of industry experience. He has been with Evergreen since 2016. Outside of his advisory role, he is the managing member and general partner of Evergreen Capital Funds, LLC, a private investment partnership focused on value investing. Evergreen Wealth Management provides discretionary portfolio management, pension consulting, and related advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to guide investment decisions tailored to each client's risk tolerance and objectives.

Stephen Hanley is a financial advisor at Evergreen Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Evergreen since 2015, following five years at Camelot Portfolios, LLC. Evergreen Wealth Management offers discretionary portfolio management, pension consulting, and related advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to guide investment decisions, providing client-specific Investment Policy Statements and regular account monitoring.

Jeffrey Gorsline is a financial advisor at Evergreen Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Evergreen Wealth Management since 2015. Outside of his advisory role, he managed Weekend Survival Kits, Inc. for over a decade and serves as managing member and general partner of Evergreen Capital Funds, LLC, a private investment partnership focused on value investing. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans with discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory to pursue long-term trading and diversified asset allocation.

Cooper Gross is a financial advisor at Evergreen Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Plante Moran Financial Advisors, LLC. Before entering the financial advisory field, he spent four years at Michigan State University and six years with Williamston Community Schools. Evergreen Wealth Management provides discretionary portfolio management, pension consulting, and related advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to guide investment decisions, creating client-specific Investment Policy Statements with regular monitoring and reporting.