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Jim Place, CFP®


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Jim Place, CFP®


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Jim Place, CFP®

Principal

Phone: 423.933.1818

E-mail: jplace@evergreenadvisors.com

Jim Place began his career as a financial advisor in 1983.  As the managing partner of Evergreen Advisors, LLC, Jim brings 31 plus years of practical day to day experience to the table.  He has been a Certified Financial Planner® (CFP®) designee since 1986. 

For the last 18 years Jim has been the host of Chattanooga’s most popular daily financial radio show, “Let’s Talk Money”, on WGOW 102.3 FM from 12:00 to 1:00PM.  He has taught courses on financial planning at both the University of Tennessee at Chattanooga as well as Chattanooga State Technical Community College.

Jim Place completed two years of engineering at the United States Military Academy at West Point.  He graduated from Utah State in 1972 with a degree in political science.  Jim is a former chairman of the board of St. Nicholas, a local elementary school that is known for its implementation of teaching techniques in the Chattanooga area.  Jim is also a former college football coach at the University of Tennessee, UCLA and the University of Northern Illinois and has been active in the development of various athletic programs in the surrounding area.  Jim has been married for 39 years to wife, Theresa.  Jayme O’Donnell, his only child, is also a partner with Evergreen Advisors.

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Michael O'Donnell, CFP®, CPA


Michael O'Donnell, CFP®, CPA


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Michael O'Donnell

Partner, CFP®, CPA

Phone: 423.933.1828

E-mail: modonnell@evergreenadvisors.com

Michael joined Evergreen Management, now Evergreen Advisors in 2006.  Michael is a financial planner, specializing in retirement, tax and estate planning for affluent individuals.  Michael also chairs the firm's Investment Committee.  Michael’s additional responsibilities include wealth and retirement projections, asset allocation analyses, website and technology development.

Mr. O'Donnell holds the Certified Financial Planner (CFP®) certification, the recognized standard for excellence in personal financial planning.  Michael also earned the CPA professional designation in 2007.

Michael's educational background includes an MBA in Personal Financial Planning and Risk Management from Georgia State University in 2006 as well as a Master of Accountancy in 2004 and a BS in Finance in 2002 from the University of Tennessee at Knoxville.

Michael is an active member in the Financial Planning Association (FPA), the Estate Planning Council of Chattanooga, the Society of Financial Service Professionals, the Tennessee Society of Certified Public Accountants, and the Young Professionals Association of Chattanooga.  He has also been a guest speaker for local professional organizations and groups.

Michael is an avid outdoorsman, enjoying rock climbing, mountain biking, road biking, river boarding, and scuba diving.  He is a member of the Southeastern Climbers Coalition (SCC), the International Mountain Biking Association (IMBA), the Chattanooga chapter of the Southeast Off-Road Bicycle Organization (SORBA) and is a USA Triathlon (USAT) athlete.

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Jayme O'Donnell


Jayme O'Donnell


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Jayme O'Donnell

Partner

Phone: 423.933.1824

E-mail: jodonnell@evergreenadvisors.com

Jayme joined Evergreen Management, LLC. in August of 2006. Jayme holds a MBA with a double major in Personal Financial Planning and Risk Management from Georgia State University. Jayme also holds a Master of Accounting degree with a concentration in Taxation and a Bachelor of Science degree with a major in Finance from the University of Tennessee, Knoxville.  She is a native Chattanoogan and a graduate of the Baylor School.

Jayme is co-host of Let's Talk Money on Chattanooga's WGOW 102.3 every weekday from 12:00 to 1:00.

Jayme’s responsibilities include preparing comprehensive financial plans, personal financial statements, retirement projections, asset allocation analyses. She is also responsible for the everyday administration of Evergreen’s Compliance Program, under the supervision of the Chief Compliance Officer.

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Jack Chrisman


Jack Chrisman


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Jack Chrisman

Financial Advisor

Phone: 423.933.1817

E-mail: jchrisman@evergreenadvisors.com

Jack joined Evergreen Advisors in 2002.  Before joining Evergreen, Jack spent over 12 years working for several local banks in their investment department as a financial advisor. Mr. Chrisman began his career in financial planning with John Hancock Financial Services in 1986. 

Mr. Chrisman currently serves on the Board of Directors of the Chattanooga Civitan Club as Vice-President and as the trustee for the Civitan Child Welfare Auxillary, Inc.  Jack also serves on the Board of Directors of FACES, the national craniofacial association in the role of Treasurer.

Jack and his wife Judy have a daughter, Katie, who is a student at the University of Tennessee in Knoxville.

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Barbara Harris


Barbara Harris


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Barbara Harris

Director of Client Services

Phone: 423.933.1814

E-mail: bharris@evergreenadvisors.com

Barbara joined Evergreen Management, LLC. in 2005. Barbara handles client appointments and review scheduling. Barbara holds a Bachelor of Science Degree in Office Administration from the University of Tennessee at Chattanooga.  Barbara has 20+ years experience in the financial services industry. A native of Franklin, TN, Barbara and her husband, Jim, have lived in Chattanooga for many years and enjoy antiques and traveling.