Meet the Team


 

Mike Rue- Investment Advisor Representative

Mike has been working in the financial industry since 1990. In 2001 his practice grew into an independent Full-Service Financial Services firm. Financial planning frequently requires coordination with other professionals.  Mike has developed a network with numerous attorneys, accountants, mortgage professionals and others to make sure that the details of your plan are complete. Mike has always been committed to growing with his clients and their changing financial needs. 

 


Brittany Wells- Registered Representative

For the last five years, Brittany worked as broker and marketing director for both Realogics Sotheby’s International Realty and Lakes Sotheby’s International Realty, where she partnered with notable leaders in the luxury real estate industry. In her time with Sotheby’s, Brittany gained invaluable information about the niche of urban lake properties and luxury homes, while building a favorable reputation with the community in which she worked. She managed client relations and streamlined her marketing efforts, while establishing a sophisticated business as a result. Brittany now brings these skills in the financial services industry as she works alongside her father at Evergreen Wealth Managers.

Brittany is professionally known for her tenacity, dedication, and ability to solve the problems that inherently come with the business. Her passion for people shines through her work, as she provides unparalleled hands-on client service, going beyond the transaction, and cultivating profound relationships with everyone she works with. She is recognized as a creative mind never short on abstract ideas and says that helping people get to the next chapter in their lives financially is a practice that “feeds” her need to cater to people and meet their financial goals.