You are viewing a preview location.
Broker Check

Our Team

Mark Hannah

Managing Partner

314-889-0503

mhannah@evergreenstl.com

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 lives in Warson Woods, Missouri with his sons Benjamin and Brody. He enjoys cooking, hockey, tennis, hiking, 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.

Reagan Weatherby

Financial Advisor

314-889-0594

rweatherby@evergreenstl.com

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.

Julie O'Connell Roberts

Operations Manager

314-889-0594

JOConnellRoberts@evergreenstl.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 for Evergreen Wealth Strategies

314-900-1940

kmoyer@evergreenstl.com

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

314-889-0523

vfreistein@evergreenstl.com

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 Consultation

Our 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

Discovery


WE GET TO KNOW YOU, YOUR PRIORITIES AND CONCERNS, AND SHARE OUR PROCESS.

Profile

Profile


WE GATHER INFORMATION TO BETTER UNDERSTAND YOU AND YOUR SITUATION, AND THE “WHY” BEHIND YOUR GOALS.

Strategy

Strategy


WE PRESENT THE RESULTS OF A PERSONALIZED ANALYSIS, TAILORED TO YOUR GOALS AND PRIORITIES, AND DISCUSS FUTURE STEPS.

Implementation

Implementation


BASED ON OUR ANALYSIS WE HELP IMPLEMENT THE AGREED UPON STRATEGY WITH SUITABLE PRODUCTS AND SERVICES TO STRENGTHEN YOUR OVERALL FINANCIAL PLAN.

Review

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

Contact Us

Thank you!
Oops!