• About Us
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    • Our Team
    • Our Philosophy
    • Community Involvement
  • Personal Wealth Services
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    • Retirement Planning
    • Estate Planning
    • Tax Planning Strategies
    • Risk Management
    • Education Funding Solutions
    • Beyond the Numbers
  • Company Retirement Plans
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Get in touch

217-321-3210

Evergreen Wealth
Evergreen Wealth
  • About Us
    • Our Story
    • Our Team
    • Our Philosophy
    • Community Involvement
  • Personal Wealth Services
    • Investment Management
    • Retirement Planning
    • Estate Planning
    • Tax Planning Strategies
    • Risk Management
    • Education Funding Solutions
    • Beyond the Numbers
  • Company Retirement Plans
  • Client Resources
    • News & Events
    • Client Portal Access
      • Client Portal Login
      • Schwab Alliance Client Login
      • Planning Center
      • Fiduciary Briefcase
    • FAQs
CONTACT US

Our Team

Kevin Crumly, CFP®, CPA, AIF®

Wealth Advisor / Chairman of the Board / Chief Investment Officer

kevin.crumly@troxellfinancial.com

Scott Norris, CFP®, AIF®

Wealth Advisor / CEO

scott.norris@troxellfinancial.com

Erin Crumly, CFP®

Wealth Advisor / President

 erin.crumly@troxellfinancial.com

Ryan Davlin, CFP®, AIF®, PPC™

Wealth Advisor

ryan.davlin@troxellfinancial.com

Doug Cantrall, CFP®

Wealth Advisor

doug.cantrall@troxellfinancial.com

Tim Nash, CAIA®

Wealth Advisor

tim.nash@egwadvisors.com

Andrew Bolt

Associate Wealth Advisor

andrew.bolt@troxellfinancial.com

Bridget Johnson

Chief Compliance Officer

bridget.johnson@troxellfinancial.com

Cassandra Ostermeier

Director of Marketing

cass.ostermeier@troxellfinancial.com

David Crumly

Client Service Associate / Research Analyst

david.crumly@troxellfinancial.com

Tricia Lynch

Client Relationship Specialist

tricia.lynch@troxellfinancial.com

Evergreen Wealth

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Form ADV and Form CRS contain important information about the advisory services, fees, business, background, and experience of advisory personnel. Form ADV-CRS is publicly available and may be viewed here.


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All Rights Reserved | Evergreen Wealth

Important Disclosures | ADV-CRS | Privacy Policy | Security of Personal Information

Home

  • About Us
    • Our Story
    • Our Team
    • Our Philosophy
    • Community Involvement
  • Personal Wealth Services
    • Investment Management
    • Retirement Planning
    • Estate Planning
    • Tax Planning Strategies
    • Risk Management
    • Education Funding Solutions
    • Beyond the Numbers
  • Company Retirement Plans
  • Client Resources
    • News & Events
    • Client Portal Access
      • Client Portal Login
      • Schwab Alliance Client Login
      • Planning Center
      • Fiduciary Briefcase
    • FAQs

Contact Us

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