Evergreen Financial
Integrity + Honesty
What We Do
Richard Wunderlich
I’m a seasoned digitally oriented financial executive, consultant, and strategist with broad experience in all aspects of capital formation and preservation. I’m proficient in asset protection, operational management and scenario analysis.
As a principal at Evergreen Financial Services, I transitioned the client base of a failed broker / dealer to a successor while keeping those clients in touch with their investments and acting as their advocate with the Securities Investors Protection Corporation (SIPC) throughout the liquidation. As the CFO of Arch Eagle Group, the depth of my understanding of the securities industry has expanded expanded exponentially.
I’ve worn many hats in my career – auditor, financial planner, tax researcher, manager, marketer and strategist. As a result, I have a unique ability to manage multi-disciplinary projects and navigate complex challenges. But actual experience has taught me that my professional value boils down to the following:
- I’ve been involved in accounting, tax and securities software since the PC was born.
- I am a multi-linguist of technology-driven business. I speak fluent geek, bean-counter, marketer, tax & securities practitioner, trainer, salesperson and difficult client. Understanding means fewer missteps, and missteps cost a fortune.
- I don’t care who gets credit. I just want to be on the winning team.
- I have big ideas.
- Lots of people have big ideas. Execution is what matters, and I do execution.
- If my left and right brains were hands, I’d be ambidextrous.
- I’m the calm one.
- The U.S. Navy trained me to run toward fires as a conditioned response.
