Doug Boschert, President
Evergreen Advisers, Inc. was founded in 2002 because a young financial advisor, Doug Boschert, wanted to create and build a firm focused on client’s goals and needs. Doug was an eight-year veteran of Smith Barney and UBS|PaineWebber. He wanted to do things differently and be independent of the corporate restraints. He focuses on maintaining the best interest of the average investor. Doug would soon discover like-minded colleagues, and form a team that continues to evolve.
Mariann McDermott, CFP®, Compliance Officer
Mariann McDermott, CFP®, has worked with Doug since 1995 and like Doug was a Xavier University grad. In 2002, the pair struck out on their own to form Evergreen Advisors, Inc. From the beginning, they set a precedent of giving useful, practical advice and helping clients set realistic goals. Mariann utilizes her financial planning expertise to help clients plan for and monitor those financial goals.
Richard Roedersheimer, CFP® – Financial Advisor
Rich Roedersheimer is deeply committed to listening to his clients and advising them on their financial goals. Before joining Evergreen Advisors, Inc., he worked at Oppenheimer & Co. Inc. Previously, Rich worked as an internal annuity wholesaler with Protective Life, where he counseled Financial Advisors on which retirement vehicles might be best suited for their clients. He earned the designation of Certified Financial Planner (CFP®) and is eager to help clients with their financial planning needs.
Brian Hodgeman, Vice President – Investments
Brian Hodgeman has a focus, not just on investment growth, but also risk management. Brian graduated from the University of Cincinnati and began his career in the financial industry in 1998. With over fifteen years of experience in the financial and insurance industries, he has attained some of the most advanced designations in the industry for financial planning, investments, and insurance. His diverse background comes from his time working with Fidelity Investments, Cincinnati Financial, and UBS-PaineWebber.
Chuck Machock, Senior Vice President
Chuck Machock also met Doug at UBS-PaineWebber. Previously, he spent time at The Ohio Company and Advest, Inc. In 2003, Chuck came to Evergreen Advisors, Inc., specializing in retirement planning and fixed income planning. Many know his voice as the color commentator for the University of Cincinnati Bearcats Men’s Basketball team.
Shelley Kearney, Client Relationship Manager
Shelley Kearney worked in financial services for more than 25 years at JC Bradford, Smith Barney and Morgan Keegan. She joined Evergreen Advisors, Inc. to provide the highest level of service to Evergreen clients. She works hard to expedite client requests and maintaining client relationships.