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.
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
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?
What makes Evergreen Wealth Solutions different?
What is the best way to contact you?
