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James Wertz

James Wertz is a Managing Member and Financial Advisor with Evergreen Wealth Collaborative. James has over 15 years experience and specializes in helping his clients efficiently plan for their financial future.

James has been married to his wife, Kelsey for 12 years and they have two beautiful daughters together, Rylee and Bailey. In his spare time, James enjoys playing golf, spending time in the outdoors, and tending to his vegetable garden.