EVERGREEN CAPITAL MANAGEMENT - Key Persons

Job Titles:

• Vice President

For almost 20 years, he has connected with them on a personal and professional level. His theory is simple: what is important to you, is priority for him. He understands that many are unsure of what they need when it comes to financial planning, investing, and risk management. After working in corporate America for large banks, Barrett recognized that he could offer his clients more than mutual funds, IRA's, and managed accounts. He understands the importance of not only growing your business and personal wealth, but also protecting what is already in place. He helps understand the what, why, and how of long-term planning, while building a relationship that eases the stresses of investing. Barrett's experience is vast. He has earned various professional awards for sales and management. Barrett served on the board of Metropolitan Family Services in Chicago, IL, all while coaching youth sports and mentoring other professionals in the financial services industry. A transplant from Chicago, Illinois, Barrett and his family made Georgia home in January 2011 (just in time for the big snow storm). He is a graduate of Calumet College of St. Joseph's with a B.S. in Law Enforcement Management. He is a Marine Corps Veteran and was actively involved during Operation Desert Storm. He was honorably discharged in 1991. Barrett lives in Suwanee, GA and spends most of his time with his wife Alexis and their 3 kids. He enjoys relaxing on his deck and fine cigars.

Job Titles:

• Vice President
• Wealth Manager

Helping you to create a manageable plan of accountability to accomplish your goals is Charles's priority. Many of his clients have purchased various financial products along the way - an IRA, a mutual fund, an insurance policy, or even participate in their employer's retirement savings plan. The problem is that they aren't always sure if those things will ultimately connect in a meaningful way and help them accomplish their goals. That's where Charles comes in. He helps his clients to gather the financial puzzle pieces and helps them to assemble a clear financial picture that truly represents their vision of financial success. With over sixteen years of experience in the financial services industry, Charles engages his clients with a strong focus on comprehensive planning. He helps successful business owners, savvy individual investors, and upwardly mobile families to envision financial success and coaches them in articulating their current financial situation as well as their long-term and short-term objectives. He then analyzes the information, determines which strategies will work best for their individual situation and tailors a plan specifically to help meet those stated goals and objectives. Finally, after the plan is implemented, Charles meets with clients on a regular basis to uncover any changing needs that may require adjustments while measuring progress along the way. Charles helps his clients to find intelligent solutions in areas such as retirement planning, estate planning, college funding, risk management, investment planning, professional money management, asset allocation, and executive planning. A graduate of Holy Angels School and Brother Rice High School, Charles then went on to receive his BA from the University of Illinois Urbana-Champaign. An avid motorcyclist and occasional golfer, he currently resides in the southwestern suburb of Matteson, IL with his wife and two daughters.

Job Titles:

• Vice President

Job Titles:

• Chief Investment Officer
• Founder
• President

​Michael founded EverGreen Capital Management in Omaha in 1989. The firm is the result of his dream of becoming an entrepreneur and his fondness for helping people and building life long relationships. He knows that relationships are built on a foundation of service and trust. ​Michael's core values of hard work, team work, and integrity were formed in athletics in junior high through college. He developed a keen interest in business and finance after taking a beginning business course at the University of Nebraska. He was a loan officer at the largest commercial bank in Nebraska. There, working with small business clients, he developed the dream to own his business. Today Michael maintains a strong commitment to service to The Omaha Community and has volunteered extensively. He believes in giving back by helping and counseling aspiring entrepreneurs as well. This has helped make EverGreen Capital Management one the most respected small businesses in Omaha. Education: B. S. Business University of Nebraska-Lincoln MBA Finance University of Nebraska-Omaha​

Job Titles:

• Schools Foundation - Chair

Job Titles:

• Founding Chair

Job Titles:

• Chairman