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

Client Service Specialist

(207) 573-1402

lisa@evergreenplans.com

As the Senior Administrative Assistant, Lisa handles all primary client services and administrative support for Tom and Craig. 

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Kabryn Sturdee

Client Service Specialist

(207) 573-1402

kabryn@evergreenplans.com

As Administrative Assistant Kabryn handles paper work and client service needs for both Tom and Craig...

 

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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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