In this episode of Coffee with Evergreen, partner Jeff Otis interviews Heidi Jeromanovs, CFP® and Evergreen’s Regional Director of Oregon, on what it’s like working at Evergreen.

  • How is Evergreen different than other firms?
  • We know that women are a minority in the financial planning industry. What is it like being a woman in the industry?
  • What makes a good client? How do you, as a client, be active in your plans and goals? What can you do to stay ahead?