Michael Kolb

Michael Kolb
Founding Member and CFP®

Michael Kolb is the portfolio manager on the Evergreen team. A husband and father of two children, he grew up in the Williamsport area and returned after attending Houghton College. He graduated with honors with a BS in business administration focusing on international business and finance and spent extensive time living and studying throughout Europe.

  • Michael's Reasons WhyOur clients are able to enhance their lives and our community by dreaming big, accomplishing more, and being at peace throughout the journey. This brings an immense amount of joy and satisfaction to everything we do.

Michael started in the financial services industry in 2006 and started working with Andy Harris at the Comprehensive Financial Group in 2010. He continued his academic studies by completing his CFP® in 2012 and was a founding member of Evergreen in 2015.

Outside of work, Michael enjoys time with his family and friends, volunteering, and many hobbies, including good food, hiking, running, ultimate frisbee, reading, traveling, and gardening.

Michael Kolb and His Family Michael focuses on the financial planning and asset management aspects of the business. As the primary portfolio manager and investment committee member, he provides research and investment knowledge to our clients through the portfolio construction process and then delivers that through the execution and maintenance of clients’ portfolios. As a CFP® professional, he constructs and analyzes the financial plans, selecting the optimal solutions with each client as well as maintaining the plans for our clients. His intimate knowledge of a client’s financial plan allows him to optimize the asset management experience for each client. He provides an additional layer of customer service to our clients, focusing not only on financial planning and asset management, but also on retirement income planning, budgeting, asset allocation, and general product knowledge.

 

CFP® - CERTIFIED FINANCIAL PLANNER™ The CFP® designation is offered and recognized by the Certified Financial Planning Board of Standards, Inc. Candidates must have a bachelor’s degree (or higher) from an accredited college or university and at least 3 years of full-time personal financial planning experience. Certificant holders must complete a CFP®-board registered program or hold one of the following designations; CPA, ChFC®, CLU®, CFA®, Ph.D. in business or economics, Doctor of Business Administration, or an Attorney’s License. Certificants must also successfully pass a 2-day comprehensive examination and complete 30 hours of continuing education credits every 2 years.