Meet Our Team
At Evergreen Wealth Partners, our team is dedicated to providing comprehensive financial guidance and personalized service. Each member brings a wealth of experience and expertise, helping ensure that our clients receive the highest level of support and advice. Whether you're looking to manage your wealth, plan for retirement, or plan your legacy, our dedicated professionals are here to help you navigate every step of your financial journey with confidence. We believe in building lasting relationships based on trust and transparency, and we are committed to helping you pursue your unique financial goals.
Jeff Sharman, CFP®
Senior Financial Advisor
Jeff Sharman is a seasoned Senior Financial Advisor with over 32 years of experience in the financial industry. He holds a degree in Economics from the University at Buffalo and has built a successful career through various roles,...
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Richard J. Bucenec
Senior Financial Advisor
Richard J. Bucenec is a Senior Financial Advisor with over 31 years of experience in the financial industry. Over the years, he has worked with prestigious firms such as Dean Witter, Merrill Lynch, Smith Barney, Karpus Investment...
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Whitney Benton
Client Service Manager
Whitney Benton has more than 13 years of experience in the financial services industry, providing dedicated support to both advisors and clients. Known for her client-focused approach. She is committed to building strong relationships...
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