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


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.

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