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Mark Hannah believes financial planning is ultimately about helping people make thoughtful decisions with clarity and confidence.

As Managing Partner of Evergreen Wealth Strategies, Mark works with individuals, families, business owners, and retirees to simplify complex financial decisions and create practical plans aligned with what matters most to them. His approach combines long-term strategy with behavioral guidance, helping clients build healthy financial habits, navigate life transitions, and stay grounded during both opportunities and challenges.

Mark has more than 25 years of experience in financial services and holds the Certified Financial Planner™ certification as well as the Chartered Life Underwriter® designation.

He is especially passionate about helping clients reduce financial stress by creating structure, organization, and clarity around their financial lives. Whether someone is just starting out, balancing the demands of midlife, preparing for retirement, or navigating a period of sudden financial opportunity, Mark believes good planning should feel understandable, personal, and actionable.

Community involvement remains important to Mark. He serves on Equitable Advisors’ LGBT Field Advisory Council and has previously served on the Board of Trustees for Rohan Woods School. He and his family are active members of Christ Memorial Lutheran Church.

Mark lives in the St. Louis area with his wife Lauren and their family. Outside the office, he enjoys hiking, fishing, cooking, photography, travel, and causing mayhem with his children.

_{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}

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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 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.

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 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 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.