Evergreen Wealth Solutions recently announced the addition of two highly skilled professionals. Kathy Mayo and Cody Street, to the team. These talented individuals bring a combined expertise in financial services and administrative support, and financial advisory assistance that will enhance the firm’s commitment to exceptional client service and operational efficiency.
Mayo brings 37 years of financial industry experience to Evergreen Wealth Solutions. Starting her career in 1987 with EF Hutton, she has since built a distinguished career that includes 20 years at Merrill Lynch, 12 years at Wells Fargo Advisors, and two years with LPL Financial. According to a news release, Mayo specializes in financial adviser support and is recognized for her dedication, knowledge, and commitment to excellence.
Originally from Paoli, Mayo is the second youngest of five siblings and enjoys spending time with her 26-year-old son who resides in Honey Brook. Currently living in Mifflinburg, she enjoys outdoor activities, cooking, and spending quality time with her boyfriend Bob and their 16-year-old Border Collie.
Street, joining as an administrative assistant, brings over 15 years of experience in graphic design and more than four years in administrative support, including seven years as an office manager. Street’s blend of creative and administrative skills ensures efficient office management while adding a unique flair to everyday operations, the news release said. Her expertise spans calendar management, scheduling, data entry, and customer service, making her a valuable asset to the team.
A 2003 graduate of Pennsylvania College of Technology with an associate degree in advertising arts, Street was born in Wiesbaden, Germany, and grew up in Williamsport. Outside of work, she is an avid volunteer at the SPCA, reflecting her deep love for animals. In her spare time, she enjoys kayaking, gardening, and camping.
“We are thrilled to have Kathy and Cody join the Evergreen Wealth Solutions family,” said Andy Harris, president at Evergreen Wealth Solutions, according to the news release. “Their collective experience and passion for delivering top-tier service will further strengthen our team and help us continue to provide exceptional service to our clients.”
Evergreen Wealth Solutions, the news release said, is a leading financial services firm dedicated to providing personalized wealth management strategies and comprehensive financial planning. Our team of professionals brings decades of expertise to help clients meet their financial goals with tailored advice and superior service.
