Our Services Meet Our Team

Our Team

To serve you as well as we can, we get to know your story, your goals and your life. So it’s only fair if you know ours.

Doug Boschert

President

Doug Boschert is an 8-year veteran of Smith Barney and UBS PaineWebber who didn’t like what he saw at the big brokerage house.
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Mariann McDermott CFP®

Certified Financial Planner® | Compliance Officer

Mariann McDermott, CFP®, worked with Doug at both firms, in 2002, the pair struck out on their own to form Evergreen Advisors Inc.
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Shelley Kearney

Client Relationship Manager

Shelley Kearney has worked in financial services for 25 years at JC Bradford, Smith Barney and Morgan Keegan.
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Richard R. Roedersheimer

Richard R. Roedersheimer, CFP®

Financial Advisor

Rich Roedersheimer takes pride in his ability to present and recommend investment ideas for his clients. He is deeply committed to them.
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MyProPlanner Services

We focus on the following areas in developing our plans.

Cash Management & Budgeting

Cash Management includes debt management-consumer debt like credit cards, car payments and also mortgage debt and school loan debt. Getting a plan for paying down debt can be a very beneficial part of financial planning.


What We Do For You

Investment Planning & Risk Management

Many people would like to take some savings and move it into a diversified portfolio. Or you might want us to review your current portfolio. Investing would also include Education Planning and Stock Option Management.


What We Do For You

Retirement Planning

Many people would believe that as long as they are contributing to their retirement plans, they have completed their financial planning. However, there are many aspects to your retirement planning. Are you contributing enough?


What We Do For You

Estate Planning

A minimal estate plan requires a will. However, many people don’t have one. I often tell clients to think of the relative that they like the least. If they don’t have guardians named for their children, the state could name that very relative to be guardian. In addition, a living will is very important to have your wishes legally binding.


What We Do For You

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