At Evergreen Wealth Strategies, we are committed to building lasting relationships with our clients based on transparency, integrity, and a deep understanding of their unique financial goals and aspirations. Our mission is to empower our clients to work towards achieving long-term financial success by providing specialized guidance and personalized investment strategies.
Andrew Kueker
CEPA
Andrew interviewed with Prudential in 2012 at the start of pursuing his MBA at Quincy University, and never looked back. After two years as a Financial Advisor in Quincy, IL, he uprooted to serve clients in Centralia, IL and the surrounding Southern Illinois and Missouri areas. Whether he's evaluating insurance needs, striving to help grow investments, assisting clients in preparing for retirement, or providing financial advice and direction to a loved one left behind, Andrew's promise is to work tirelessly to help clients achieve their financial goals and to build relationships founded on trust, respect and integrity.
Taylor Willhalm
CFP, CEPA
Taylor joined the Evergreen Wealth Strategies team in 2021 as a Financial Planner and brings a wealth of expertise to our team, specializing in comprehensive financial planning, investment strategies, and risk management. With a strong background in portfolio analysis, retirement planning, and tax-efficient strategies, Taylor is dedicated to helping clients navigate complex financial decisions with confidence. Her commitment to personalized service ensures that each client receives tailored solutions aligned with their long-term goals.
Laten Wayer
Laten graduated a year early from Illinois College in 2023 with a Bachelor of Arts in Finance and Economics and joined Prudential immediately following the completion of his final semester. After growing his skillset for nearly two years, he joined forces with the Evergreen Wealth Strategies team and works alongside Andrew Kueker and Taylor Willhalm to better serve clients in navigating their financial decisions by assisting them in evaluating insurance needs, investing, or preparing for retirement.
Jane Meyer
Investment Support Specialist
Jane has been with the Prudential team since 2008 after working for over 10 years in the financial services industry. Jane has many years of experience in customer service, as well as assisting Financial Professionals in servicing the securities accounts they are overseeing. As Evergreen Wealth Strategies' Investment Support Specialist, she is our clients' go-to for their investing needs and questions.
Tim Seipp
Paraplanner
Tim joined Evergreen Wealth Strategies in April 2024 after a 21-year career in the banking industry. From this experience, Tim has accumulated expertise in client service, commercial underwriting, risk management, regulatory compliance, operations, leadership, and personnel development. As our Financial Planning Paraplanner, Tim analyzes and inputs client information during the Financial Planning process and facilitates communication with clients' attorneys and accountants when necessary.
Kelsie Smith
Life & Annuities Support Specialist
Kelsie joined Evergreen Wealth Strategies in 2025. Her client-focused philosophy makes her a great addition to the Evergreen team as our dedicated Life and Annuities Support Specialist. Kelsie's smile is first to greet clients at our Centralia office, where she services Life Insurance applications and claims and assists clients in completing and/or updating annuity paperwork.
Torie Kueker
Financial Planning Support Specialist
Torie has been with Evergreen Wealth Strategies since 2023. As our Financial Planning Support Specialist, Torie acts as the primary communicator between the advisor and the client to help ease clients through the Financial Planning process. Aside from her role in the Planning process, Torie also produces the team's marketing pieces and manages Evergreen's social media pages.
General Information |
| Firm Start Year: | 2023 | |
| No. of Employees: | 5-9 | |
| Name of Broker/Dealer: | LPL Financial |
| Number of Years with Current Firm: | 13 |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Your Office, Email, Phone, Our Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Health, Life, Variable Annuity, Long Term Care, Variable Life, Annuity, Disability |
Firm Information |
| Firm's Number of Clients: | 2,000+ |
| Firm's Number of Planning Clients: | 100+ |
| Assets Managed by Firm: | $200,000,000+ |
Disclosures |
|
Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 4:00 PM |
| Thu. | 9:00 AM - 4:00 PM |
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