Services

  • Financial Planning

  • Wealth Management

  • Retirement Planning

  • Investment Management

  • Benefit Distribution Advice

  • Employer Sponsored Retirement Plans

  • 401k Rollover Advice

  • Stock Option Review

  • Estate Planning Strategies

  • Retirement Benefit Decisions

  • Employer Sponsored Retirement Plans, includes; designing and implementing the best retirement plan options for your business.

          (Services includes tailored Financial Wellness Program)

About Me

Years of Experience

33 Years

Education

B.S. University of Nebraska-Lincoln

MBA, University of Nebraska-Omaha

Office Location

909 N 96th Street

Suite 101

Omaha, NE 68114

Contact

Office: 402-392-1220

Email:

mlgreen@evergreencapitalomaha.com

Since 1989, EverGreen Capital Management has offered a simple yet thoroughly tested approach to investments and financial planning.

Utilize a wealth planning process that is built to help you make the best decisions with your money, offer long-term investments diversified to minimize risk and to achieve the best possible returns, all while building trusted relationships focused on achieving your lifetime financial objectives.