

Evergreen Wealth Information
Contact top employees from
Evergreen Wealth
Summary
Evergreen Wealth has been in the industry for 3 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 52. To connect with Evergreen Wealth employee register on SignalHire.
Organization Website | evergreenwealth.com |
Industries | |
Headquarters Location | Miami, FL, 33137 US |
Employees Size | 10-50 employees |
Founded | 2023 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Evergreen Wealth shows a diverse range of experience levels:
17% have been with the company for less than 1 year50% for 1–2 years33% for 3–4 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Evergreen Wealth
Austen Caraker
Director, Head of Compliance and BSA Officer
Jake Macone
Performance Marketing Manager
Paul Bergholm
Chief Financial Officer
Marious Yancheson
Lead Financial Consultant
Cassandra Ramos
Product Manager
Alexandra Parker
Talent Acquisition
Roger Pouncey
Senior Software Engineer
Clayton Keyes
Financial Consultant
Jeremy Hamann
Brokerage Operations Associate
Makayla Machacek
Financial Advisor
Randy Ritthaler
Systems Operations Engineer
Andrew Leneve
Director of Sales
Matt Robison
Lead Financial Advisor
Andrew Leneve
Director, Financial Advisors
Andrew Leneve
Member of the Board of Advisors
Joel Anderson
Wealth Advisor
Ashley Rousseau
Director, Organic Marketing
Ashley Reeder
Principal Product Manager, Martech Engagement & Data Platforms
Nick Navarro
Senior Software Engineer
Tyler Travitz
Director of Product Design
Stephanie Owen
Brokerage Operations Manager
Evan Johnson
Director of Product
Kimberly Torres
Director, People & Talent
Victor Yurkin
Engineering Manager, Front-End
Logan Middleton
Engineering Process Manager
Amanda Ribeiro
Senior Product Designer
Will Ewing
Senior Operations Analyst
Corey Gomes
Chief Compliance Officer
Similar Companies
FAQ
Evergreen Wealth operates in the Finance industries. More details can be found on the official website: evergreenwealth.com.
The headquarters of Evergreen Wealth are located in Miami, United States.
Evergreen Wealth currently employs 10-50 people.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.



