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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. Get to know us before your next appointment -- we can't wait to meet you!
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 was presented with an opportunity under Roger Barrow in Centralia, IL. Mr. Barrow retired in 2017 and trustingly left his business in Andrew's hands. He has carri
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 was presented with an opportunity under Roger Barrow in Centralia, IL. Mr. Barrow retired in 2017 and trustingly left his business in Andrew's hands. He has carried forward his passion for helping clients gain peace of mind in their finances and in their future. A father to two young children -- son, Reid and daughter, Layne -- Andrew enjoys schooling his kids in basketball, fishing and watching football.
Taylor joined Prudential in November of 2021 after four years of industry experience, earning her CFP® certification in March of 2022. A Bradley University graduate, Taylor played softball and earned a Bachelor's Degree in Finance. She went on to work as a Financial Advisor/Paraplanner, where she developed a passion for holistic Financial
Taylor joined Prudential in November of 2021 after four years of industry experience, earning her CFP® certification in March of 2022. A Bradley University graduate, Taylor played softball and earned a Bachelor's Degree in Finance. She went on to work as a Financial Advisor/Paraplanner, where she developed a passion for holistic Financial Planning. Outside of the office, Taylor enjoys traveling, taking her dogs on hikes, and spending time with friends and family.
Jane joined the team in 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. She graduated from Centralia High School and earned an A.A.S. Degree in Accounting f
Jane joined the team in 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. She graduated from Centralia High School and earned an A.A.S. Degree in Accounting from Kaskaskia College. Jane lives in Centralia and has been married to her husband Jon for 40 years. Both of them are active in music at their church and enjoy traveling in their spare time.
Bridget joined Evergreen Wealth Strategies in April 2023 as the Office Manager. As part of the team, she brings an array of knowledge to help build and maintain new and existing client relationships, while focusing on quality customer service and organization within the office. Bridget started working in the Finance Industry in the year 2
Bridget joined Evergreen Wealth Strategies in April 2023 as the Office Manager. As part of the team, she brings an array of knowledge to help build and maintain new and existing client relationships, while focusing on quality customer service and organization within the office. Bridget started working in the Finance Industry in the year 2000, specifically in banking and lending. In 2006, she graduated from Lindenwood University with a Master's in Business Administration. Currently living in Centralia, IL, Bridget loves spending time with her family and the family dog, Lizzie.
Sonya joined the team in December of 2022 with 15 years of sales and marketing experience. She currently holds Life & Health licenses as well as the SIE securities registrations for the State of Illinois. She graduated from Woodlawn High School and earned her Bachelor Degree from SIU in Carbondale. Sonya lives in Mt. Vernon with her fi
Sonya joined the team in December of 2022 with 15 years of sales and marketing experience. She currently holds Life & Health licenses as well as the SIE securities registrations for the State of Illinois. She graduated from Woodlawn High School and earned her Bachelor Degree from SIU in Carbondale. Sonya lives in Mt. Vernon with her fiance, Bobby, and has two children, Levi and Taylor Jade. Sonya has been blessed with four amazing grandsons with whom she loves spending time. She and Bobby also enjoy traveling together, going on weekend bike or UTV excursions, and spending time with friends and family.
Torie joined Prudential in 2023 under Taylor Willhalm as a Financial Planning Support Specialist. After spending the last four years at home with her two young children, Torie has re-entered the workforce to help ease clients through the Financial Planning process. She graduated from Quincy University in 2011 with a Bachelor's Degree in C
Torie joined Prudential in 2023 under Taylor Willhalm as a Financial Planning Support Specialist. After spending the last four years at home with her two young children, Torie has re-entered the workforce to help ease clients through the Financial Planning process. She graduated from Quincy University in 2011 with a Bachelor's Degree in Communication, and again in 2013 with a Master's in Business Administration. During her time at QU, she pitched for the softball team and worked as the university's interim Sports Information Director. Most of the time, Torie is trying to keep up with her two kids -- Reid and Layne -- but her interests include interior design, health and fitness, being outdoors, and walking her dog.
Andrew Kueker and Taylor Willhalm offer financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco)(Member SIPC), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Evergreen Wealth Strategies is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.
Evergreen Wealth Strategies and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries.
[Jane Meyer, Bridget Potter, Sonya Williams, Torie Kueker and Terry Bill] are employed by Evergreen Wealth Strategies and not The Prudential Insurance Company of America or its subsidiaries.
Evergreen Wealth Strategies conducts business in the following states:
Securities: [AL, AR, CA, FL, GA, ID, IL, IN, KS, KY, LA, MO, MS, NV, PA, SC, TN, TX]
Life Insurance: [AL, AR, CA, FL, GA, ID, IL, IN, KS, KY, LA, MO, MS, NV, PA, SC, TN, TX (Taylor Willhalm CA License #0M73415 and Andrew Kueker AR License #16202181 and CA License #0L37847)]
1075106-00001-00
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