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Meet Our Ensemble

It’s not every day you walk into the office of a financial planning firm in Williamsport, Pennsylvania, and find a team that’s approachable, local and capable. That’s because it’s not every day you walk into Evergreen and meet our team.

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The Faces of Evergreen

Meet the people behind the financial strategies.

Andrew Harris

Founder and President, CEPA

Ed Barone

Wealth Manager, CBEC

James J. Dinsmore

Wealth Manager, CFP®, CLU®, ChFC®
Deneen Grimes

Deneen Grimes

Senior Client Relationship Manager

Georgia Potts

Operations Manager

Jesse Cornell

Associate Advisor

Kate Visco

Business Development Manager

Lisa Lytle

Client Relationship Manager

Martin Wildy

Portfolio Manager, CFA®

Michael Kolb

Founding Member, CFP®

Frequently Asked Questions

Read our FAQs below to learn more about our company.

What services do you offer?

We offer financial planning, business exit planning, risk management strategies, life and LTC insurance, and retirement planning,

What makes Evergreen Wealth Solutions different?

We’ve worked with numerous business owners and understand the challenges you face as well as how we can assist you in growing and protecting your company. We assist in the facilitation and implementation of deferred compensation plans for key employees and executives, security-backed personal lines of credit and 529 plans.

What is the best way to contact you?

Please visit our contact page and fill out the form. You can also call us at 570.601.6960.

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Financial Advisors You Can Count On

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1000 Commerce Park Drive, Suite 416 Williamsport, PA 17701

Phone: 570.601.6960Fax: 570.215.8832

Who We Help

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©2023 Evergreen Wealth Solutions. All rights reserved.

  • Individuals & Family
  • Entrepreneurs
  • Institutional
  • Advisors
  • Resources
    • Videos
    • Market Updates
    • Webinar
    • Our Partner
    • Podcasts
    • Whitepapers
  • Contact Us