Our Team
Advisors
Mark Hannah
Managing Partner
Click here to schedule a call with Mark
Mark Hannah has more than 20 years of experience in the financial services industry. After earning a Bachelor of Arts degree from Washington University in Saint Louis, he joined AXA Advisors in 2001.
In Mark’s words: “I believe guiding people on their finances is a noble profession. I have the privilege of helping people accomplish their goals, no matter what they are. I am inspired to help people achieve their own fulfillment, be it for themselves, their families, their businesses, or in their community.”
Mark holds the Certified Financial Planner™ certification as well as the Chartered Life Underwriter® designation.
Community involvement is close to Mark’s heart, as he currently serves on the Board of Trustees for Rohan Woods School. He is active in the Alumni Association of Washington University, having served on its Alumni Board of Governors and chairing its LEAD Initiative. Diversity, inclusion, and equality are values that Mark cherishes. With Equitable Advisors, Mark serves on the firm’s LGBT Field Advisory Council.
Mark and his wife Lauren live in St. Louis, Missouri with their four children. He enjoys cooking, hiking, tennis, fishing, and building with Legos with his kids.
CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. California Insurance License #0J08352 Arkansas Insurance License #6408033
Reagan Weatherby
Financial Advisor
Click here to schedule a call with Reagan
Reagan joined our team to enhance our client experience as our practice continues to grow. Her role is to work directly with new and existing clients, providing advice and guidance for their specific financial needs. Becoming a financial professional has been a longtime dream of hers. She went to the University of North Texas and got her Bachelor’s Degree in Business with a focus in Finance.
In her free time she enjoys volunteering at her church, indoor/outdoor rock climbing, traveling, and spending time with her family.
California Insurance License #4297246
Greg Vaughn
Financial Advisor
Greg specializes in guiding people and businesses towards their financial goals.
Each person, family and business is different; Greg wants to understand each client’s unique needs and desires to properly craft their specific strategy. His approach revolves around simplifying complex topics and strategies to give clarity in their decisions.
Greg grew up in St. Louis and graduated from the University of Missouri with a degree in Finance and Banking. He moved to Tampa in 2021 to run an HVAC startup business, after working in orthopedic sales in St. Louis for 4 years.
Greg lives in Tampa, Florida with his fiancé, Marta. Greg loves playing and watching sports, especially golf, and refuses to let anything get in the way of him and the TV on Mizzou college football Saturdays.
Operations
Julie O'Connell Roberts
Operations Manager
JOConnellRoberts@evergreen-ws.com
Julie joined Evergreen Wealth Strategies in August of 2014 after moving back to St. Louis from Chicago, IL. As Operations Manager, Julie is an integral part of the complete team planning process and office management. She assists clients in many ways, including phone and email correspondence, scheduling client meetings, and greeting visitors to Evergreen Wealth Strategies. Behind the scenes, Julie assists advisors and staff in the preparation of client reviews and paperwork.
In 2005, she earned a Bachelor of Music degree from The University of North Texas, where she studied vocal jazz and music theory. The following year, she moved from Texas to Chicago to pursue music. Julie performed and taught private lessons, all while running a successful early childhood music school.
Julie’s love of the outdoors is fulfilled in the many hikes and camping adventures she enjoys with her husband and son and running. Along with explorations, she loves to be baking and cooking while having dance parties in the kitchen with her son.
Kayla Baldwin
Executive Assistant
Kayla joined Evergreen Wealth Strategies staff in early 2022. Kayla is responsible for assisting advisors and clients, phone and email correspondence, scheduling meetings, and greeting visitors.
She earned a degree in Horticulture in 2018 and is currently working toward completing her second degree in Behavioral Health. Prior to joining Evergreen Wealth Strategies, Kayla was a Care Manager for a private care management firm, which served the elderly population and those with complex health histories. Kayla brings excellent organizational skills and a desire to learn to the team.
Kayla lives in south St. Louis with her husband Andrew and her daughter Iris. They have a full house with 4 cats, a guinea pig, a rabbit and 3 mice. She enjoys gardening, plants, home renovation projects, reading and spending time with friends and family.
Valerie Freistein
Executive Assistant
Valerie joined Evergreen Wealth Strategies in June of 2018. Valerie assists clients in many ways, including phone and email correspondence, scheduling client meetings, helping manage accounts and greeting visitors. Behind the scenes, Valerie assists Mark and Reagan in the preparation of client reviews.
Earning a Bachelor of Science in Marketing and Advertising, Valerie graduated in 2002 from Bradley University in Peoria, IL. Prior to joining Evergreen, Valerie has spent the past 11 years as a Senior Recruiter in Information Technology and more recently recruiting photographers for one of the top Newborn Photography companies in the United States.
Valerie and her husband, Justin, reside in Chesterfield, MO with their two sons, Micah and Jeran. She enjoys running, playing sports with her children, and spending time with family and friends.
Ready to connect? Lets' set up a time to talk about your goals.
Schedule A ConsultationOur Promises
1
Understanding
We will understand your situation. The most important work we do is to know who you are.
2
Respect
We will respect your assets. We listen, learn, and build on your existing assets, respecting the choices you’ve made.
3
Education
We will educate you on your options. When you have questions, we will be ready with answers about the options to help fulfill your goals and objectives.
4
Clear recommendations
We will provide clear recommendations. With insight and clarity, we help you make your life’s most important decisions.
5
Track your progress
We will track your progress. We help you understand performance and progress toward the goals you’ve communicated to us.
6
Stay in touch
We will stay in touch. With advice designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.
How We Work
Discovery
WE GET TO KNOW YOU, YOUR PRIORITIES AND CONCERNS, AND SHARE OUR PROCESS.
Profile
WE GATHER INFORMATION TO BETTER UNDERSTAND YOU AND YOUR SITUATION, AND THE “WHY” BEHIND YOUR GOALS.
Strategy
WE PRESENT THE RESULTS OF A PERSONALIZED ANALYSIS, TAILORED TO YOUR GOALS AND PRIORITIES, AND DISCUSS FUTURE STEPS.
Implementation
BASED ON OUR ANALYSIS WE HELP IMPLEMENT THE AGREED UPON STRATEGY WITH SUITABLE PRODUCTS AND SERVICES TO STRENGTHEN YOUR OVERALL FINANCIAL PLAN.
Review
WE ASSESS YOUR GOALS AND PROGRESS TO DATE, AND MAKE APPROPRIATE ADJUSTMENTS TO YOUR STRATEGY AND IMPLEMENTATION PROGRAM.
Evergreen Wealth Strategies:
731 Old Frontenac Square
St. Louis, MO 63131
Phone: 314-889-0501