Evergreen Wealth Management, LLC

Michael Gorsline is a financial advisor at Evergreen Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Evergreen Wealth Management since 2015, previously working at Evergreen Financial Group. Outside of his advisory role, Gorsline is an independent licensed insurance agent and dedicates part of his professional time to offering insurance products. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory, focusing on long-term trading and diversified asset allocation.

Andrew Nutter is a financial advisor at Evergreen Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Evergreen Wealth Management since 2016. Nutter is also the managing member and general partner of Evergreen Capital Funds, LLC, a private investment partnership focused on long-term capital appreciation through value investing. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory to pursue long-term trading and diversified asset allocation.

Stephen Hanley is a financial advisor with Evergreen Wealth Management, LLC in Perrysburg, Ohio. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including 11 years at Evergreen Wealth Management. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis along with modern portfolio theory to develop long-term, diversified investment strategies tailored to clients’ risk tolerance and time horizons.

Jeffrey Gorsline is a financial advisor at Evergreen Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Evergreen Wealth Management since 2015. Outside of his advisory role, he managed Weekend Survival Kits, Inc. for over a decade and serves as managing member and general partner of Evergreen Capital Funds, LLC, a private investment partnership focused on value investing. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans with discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory to pursue long-term trading and diversified asset allocation.

Cooper Gross is a financial advisor at Evergreen Wealth Management, LLC with a Series 65 designation and approximately one year of industry experience. His prior work includes roles at Plante Moran Financial Advisors, LLC, Michigan State University, and Williamston Community Schools. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory to pursue long-term, diversified asset allocation strategies.