Doug Boschert, President
Evergreen Advisers, Inc. was established in 2002 by Doug Boschert, a forward-thinking financial advisor who learned valuable lessons from his eight years of experience at Smith Barney and UBS|PaineWebber. His vision was to create a firm that prioritized clients' goals and needs while operating independently of corporate constraints. Doug's commitment to the well-being of the average investor set the foundation for a company that continues to evolve with a team of like-minded professionals.
I believe in the power of financial planning as the cornerstone of every client relationship. My journey in the financial industry began in 1995, and since then, I've been dedicated to helping individuals navigate their financial landscape. Beyond personalized financial plans, my experience extends to assisting with small business planning and guiding clients through the intricate process of selling their businesses.
As the financial landscape constantly evolves, our team at Evergreen Advisers remains steadfast in our commitment to providing innovative, independent, and client-centric financial solutions.
Contact Information:
Office: 513.784.9150
Fax: 513.784.9170
L. Rich Roedersheimer, CFP® – Financial Advisor
Dedicated to Your Financial Success
Rich Roedersheimer is passionate about understanding his clients' needs and guiding them towards their financial aspirations. Prior to joining Evergreen Advisors, Inc., Rich gained valuable experience at Oppenheimer & Co. Inc. His role as an internal annuity wholesaler at Protective Life equipped him with the experience to advise Financial Advisors on the most favorable retirement vehicles for their clients.
As a Certified Financial Planner (CFP®), Rich is well-versed in the intricacies of financial planning and is eager to apply his knowledge to meet the unique needs of his clients. With a career spanning back to 2010, he has continually demonstrated his commitment to the financial well-being of those he serves.
Join Rich on the journey to financial success, where his wealth of experience and dedication to personalized financial planning make a lasting impact.
Contact Information:
rroedersheimer@evergreenci.com
Office: 513.784.9171
Fax: 513.784.9170
Mariann McDermott, CFP®
Mariann McDermott, CFP®, has been an integral part of the financial industry since 1998, collaborating with Doug Boschert since their shared time at Smith Barney. In 2002, fueled by a shared vision for client-centric service, they co-founded Evergreen Advisors, Inc. From the outset, Mariann and Doug established a commitment to providing practical, actionable advice while assisting clients in setting and achieving realistic financial goals.
Drawing on her extensive financial planning experience, Mariann guides clients through the process of planning for and monitoring their financial objectives. With a career spanning over two decades, Mariann's dedication to the financial well-being of her clients is a testament to her unwavering commitment in the ever-evolving landscape of financial services. Join Mariann on a journey where financial goals are not just set but can be achieved with precision and care.
Contact Information:
Office: 513.784.9151
Fax: 513.784.9170