Broker Check

Team

Evergreen Strategic Partners is a full service financial planning firm dedicated to providing financial strategies to address the concerns of individuals, families, and business owners.  

Our team is committed to giving you a superior client experience. 

 

Craig Grover, ChFC®

Co-Founder & Financial Advisor

craig@evergreenplans.com

Co-founder of Evergreen Strategic Partners, Craig has nearly 15 years of experience assisting clients with financial and insurance services. He is committed to establishing personal relationships with his clients.

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Thomas Harnish, AIF®

Co-Founder & Financial Advisor

tom@evergreenplans.com

Tom has been in the financial industry for nearly 20 years, and he believes that everyone can benefit from experienced, objective financial advice.

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Lisa Brown

Assistant to Thomas Harnish

lisa@evergreenplans.com

As Tom Harnish’s Assistant, Lisa handles all of his primary client services and administrative support. She also maintains an appointment as a Maine Notary Public. 

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Becky Ham

Assistant to Craig Grover

becky@evergreenplans.com

Becky is the point of contact for Craig’s clients with regards to scheduling, client service issues and other administrative tasks.

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Matthew H. Eaton, CLU, ChFC, CFP®

Director of Case Development

Matt Eaton has more than 30 years of financial services experience. In his role as Director of Case Development, Matt assists our clients with estate and charitable planning, business succession planning, and executive benefits.
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Andrew Doughty

Director of Research

Andrew T. Doughty, CFP®, CIMA® has nearly 10 years of experience supporting financial advisors. In his role as Director of Research, he brings great knowledge and a thorough understanding of both the financial services industry and the...
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Deb Dussault

Virtual Assistant Manager

Deb Dussault has more than 15 years of experience providing administrative support to financial advisors. She performs a variety of administrative duties for our practice.
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