About Us

More than 30 years of trust, clarity, and relationship-driven guidance

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Our Story

For over 30 years, we’ve grown alongside the families, businesses, and communities we serve. What began as a vision to provide relationship-driven financial guidance has evolved into a multi-generational firm built on trust, clarity, and a long-term view. Our story is one of steady growth, meaningful partnerships, and a deep commitment to doing what’s right—for every client, in every season of life.

Explore the milestones below that have shaped Evergreen Wealth into the firm it is today—and the values that continue to guide our future.

Milestones Timeline

A selection of key moments in our history.

With a focus on serving entrepreneurs, Kevin Crumly opens Troxell Financial to provide tailored financial planning and investment guidance to small business owners. 

Scott Norris joins Troxell Financial as Wealth Advisor


Tricia Lynch joins the team as Client Relations Manager

Ryan Davlin joins Troxell Financial as Wealth Advisor

Scott Norris earns CFP credential

Erin joins the team as an Administrative Assistant. Later, she holds the role as Operations Manager before advancing to President of the company in 2024.

Kevin Crumly earns CFP credential



Ryan Davlin earns CFP credential



Shifting towards a more client-centric and independent advisory firm, Troxell Financial moves from a Broker-Dealer to a Registered Investment Advisor (RIA) firm.

Dave joins the team as Technical Analyst

Doug Cantrall joins the team as a Wealth Advisor with his CFP credential already in place



With the opening of a Naples, Florida office, the team proudly introduces Evergreen Wealth—an evolution of 30 years of trusted, relationship-driven financial planning.

Erin Crumly earns CFP credential



Andrew Bolt joins Troxell Financial | Evergreen Wealth as Associate Wealth Advisor

Bridget Johnson joins the team as Chief Compliance Officer



30 Years in Business & Leadership Transitions:

Scott Norris is named CEO and Erin Crumly becomes President, marking a new era of leadership grounded in continuity, collaboration, and shared vision for the future.

Kevin takes the role of Chairman to the Board, while continuing to operate as the team’s Chief Investment Officer.



The team surpasses 1 billion AUM.



Cass Ostermeier joins Troxell Financial | Evergreen Wealth as Director of Marketing

Tim Nash joins as Wealth Advisor and is full-time in the Naples, Fl office.

Troxell Financial fully rebrands to Evergreen Wealth in Central Illinois and moves to a newly remodeled office on the west side of Springfield. Same team, same personalized guidance, new name & location.



Our Team

Wealth Advisor / Chairman of the Board / Chief Investment Officer

Client Service Associate / Research Analyst

Client Relationship Specialist

Our Philosophy

At Evergreen Wealth, we believe financial success is developed through a firm foundation that leads to lifelong financial confidence.


Our approach to financial planning starts with listening. We take the time to understand what matters most to you: your goals, values, priorities, and concerns. We also learn as much as we can about your comprehensive plan – beyond the numbers [link to page]. From there, we build a personalized strategy that evolves as life changes, always focused on protecting what you’ve built and positioning you for what’s next.


When it comes to investment management, we prioritize discipline over hype. Our portfolios are thoughtfully constructed to reflect your time horizon, risk tolerance, and long-term objectives. We believe in evidence-based strategies, tax efficiency, and consistent risk management—not guesswork or chasing trends.


We’re not here to sell products. We’re here to serve as your financial partner, every step of the way. Our commitment is to provide objective advice, proactive guidance, and a relationship built on trust.


Because your financial plan should be as personal as your goals; and built to last as long as your legacy.

Community Involvement

At Evergreen Wealth, we believe that true success isn’t just measured by financial growth—it’s also about giving back. For over 30 years, we’ve been proud to support the communities where we live and work through hands-on service, local partnerships, and a shared commitment to making a meaningful impact.



Whether it’s volunteering our time, supporting local nonprofits, or investing in causes close to our hearts, we’re honored to play a part in strengthening the communities we call home.