Advisor Directory
Phillip Friesen
Managing Director - Financial Advisor
Senior Portfolio Manager
phone
936-631-2804
Visit The Evergreen Private Wealth Group
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Email
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Kenneth Lee Watson, AWM
Senior Vice President - Financial Advisor
phone
830-896-8772
Visit website
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Email
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Carol Johnston, CEPA®
Managing Director - Financial Advisor
Senior Portfolio Manager
phone
210-805-1142
Visit website
launch
Visit The Evergreen Private Wealth Group
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Email
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Steven M. Ogle, AIF®, AWM, CIMA®
Managing Director - Private Wealth Financial Advisor
Senior Portfolio Director
phone
210-805-1106
Email
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Victor Oelsen, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Director
phone
210-805-1135
Visit website
launch
Email
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Greg Bowman, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone
936-631-2802
Visit The Evergreen Private Wealth Group
launch
Email
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Josh Zeleskey
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone
936-631-2805
Visit The Evergreen Private Wealth Group
launch
Email
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Scott Bolton
Senior Vice President - Financial Advisor
Portfolio Director
phone
830-896-0098
Visit Bolton Kemp Group
launch
Email
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John Friesen, CFA, CFP®
Senior Vice President - Branch Director
Senior Portfolio Manager
phone
210-805-1108
Visit The Evergreen Private Wealth Group
launch
Email
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Kelly Kerr, AWM, CIMA®
Senior Vice President - Financial Advisor
Portfolio Manager
phone
210-805-1177
Visit Kerr Wealth Management Group
launch
Email
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Kerr Wealth Management Group
phone
210-805-1177
Visit website
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Email
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Brian Callahan, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone
210-805-1137
Visit website
launch
Email
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Bolton Kemp Group
phone
830-896-0098
Visit website
launch
Email
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The Evergreen Private Wealth Group
phone
936-631-2800
Visit website
launch
Email
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