Bio

Rick is a founding member and Chief Executive Officer of Evergreen Advisors, LLC. He has over 30 years of experience in advising early stage growth and middle-market companies on finance, recapitalization and exit strategies. These financing alternatives and exit strategies include capital raises, recapitalizations, mergers, sales, and ESOPs. Rick was also a co-founder and managing member of the Chesapeake Emerging Opportunities Club, an early stage venture capital fund. Rick is a graduate of Loyola University in Maryland. He holds his MBA from the Sellinger School of Business with a concentration in Finance & Marketing and a BA in Accounting. Rick holds the Series 7 and 79 General Securities Representative License, Series 24 General Securities Principal License, and the 63 Uniform Securities Agent License. He also has passed the Series 65 License Exam.