Our People. Our Philosophy.

The Who and Why that drives our team.

About Evergreen

We are a full-service digital marketing agency that exclusively serves financial advisors, RIAs, FMOs, and FinTech. We craft emotive, memorable brands to attract and retain your ideal clients.

It’s time for your marketing to be a clear, definitive driver of your growth.

Who We Serve

Financial Advisors

Grow your firm by becoming more visible, valuable, and connected to your target market.

RIAs & FMOs

Attract profile advisors by showing them why your offers, leadership, and culture are the best fit for their business.

FinTech Brands

Craft a compelling brand narrative and execute with a results-focused, multi-channel digital strategy.

Meet the Team

  • Daniel Keever

    FOUNDER

  • Melissa Ellis

    PROJECT MANAGER

  • Catherine Miller

    CONTENT MARKETER

  • Timothy Straub

    PODCASTS & CONTENT

  • Erin Gray

    CLIENT SERVICES

  • Marco King

    VIDEO PRODUCTION

  • Madeline Keever

    VIDEO PRODUCTION

  • Prosper Creative Design

    PARTNER DESIGN AGENCY

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Our defining philosophy is that when it comes to money, people do business with people. That’s why financial brands need faces and voices as their cornerstone.

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