Jim Place, CFP®

Financial Advisor

Phone: 423.933.1818

E-mail: jplace@evergreenadvisors.com

Jim Place began his career as a financial advisor in 1983. Jim brings 40 plus years of practical day-to-day experience to the table. He has been a Certified Financial Planner® (CFP®) designee since 1987. 

For the last 24 years Jim has been the host of Chattanooga’s most popular daily financial radio show, “Let’s Talk Money,” on WGOW 102.3 FM from 12:00 to 1:00 PM. The last 13 have been co-hosted with his daughter and business partner, Jayme O’Donnell.

Jim Place completed two years of engineering at the United States Military Academy at West Point. He graduated from Utah State in 1972. Jim is a former chairman of the board of St. Nicholas School. Jim is also a former college football coach at the University of Tennessee, UCLA, and the University of Northern Illinois. Jim has been married for 47 years to his wife, Theresa.

Michael O'Donnell, CFP®, CPA

Financial Advisor

Phone: 423.933.1828

E-mail: modonnell@evergreenadvisors.com

Michael O'Donnell has been a cornerstone of Evergreen Advisors since its establishment in 2009, serving as a financial planner who specializes in retirement, tax, and estate planning for high-net-worth individuals. He also presides over the firm’s Investment Committee.

Michael holds the Certified Financial Planner (CFP®) certification, a gold standard in personal financial planning, and obtained his CPA designation in 2007 with a focus on tax planning. His educational credentials are robust, featuring an MBA in Personal Financial Planning and Risk Management from Georgia State University in 2006, a Master of Accountancy from the University of Tennessee in 2004, and a BS in Finance from the same institution in 2002.

He has been active in several professional bodies, including the Tennessee Society of Certified Public Accountants, the Financial Planning Association, the Estate Planning Council of Chattanooga, the Society of Financial Service Professionals, and various non-profit organizations.

Outside of his professional realm, Michael is an avid traveler and passionate outdoor enthusiast who enjoys in rock climbing, hiking, and mountain biking. He currently serves on the Finance Committee and the Board of the Southeastern Climbers Coalition (SCC) and has previously competed as a USA Triathlon (USAT) athlete.

Jayme O'Donnell

Chief Compliance Officer

Phone: 423.933.1824

E-mail: jodonnell@evergreenadvisors.com

Jayme is a partner at Evergreen Advisors and has been with the company for over a decade. Jayme holds an MBA in Personal Financial Planning and Risk Management from Georgia State University. Jayme also holds a Master of Accounting degree with a concentration in Taxation and a Bachelor of Science degree with a major in Finance from the University of Tennessee, Knoxville. She is a native Chattanoogan and a graduate of the Baylor School.

Jayme is co-host of Let's Talk Money on Chattanooga's WGOW 102.3 every weekday from 12:00 to 1:00.

Jayme is Evergreen’s Chief Compliance Officer and is responsible for the oversight and administration of the firm’s compliance program. Jayme’s other responsibilities include preparing comprehensive financial plans, personal financial statements, and retirement projections.

Jayme is active in the local community. She serves as Treasurer for the Collegedale Tomorrow Foundation, for whom she was formerly the Chairwoman, and was previously the Treasurer for the Missionary Ridge Neighborhood Association. In her free time, she enjoys rock climbing and working on her historic home.

Barbara Harris

Director of Client Services

Phone: 423.933.1814

E-mail: bharris@evergreenadvisors.com

Barbara has been with Evergreen Advisors for over a decade. She handles appointments, scheduling, and client transactions. While her role sounds straightforward, she is truly the embodiment of our company values and through the execution of her job she brings everyone together and creates the best possible experience for her coworkers and clients alike.

Barbara holds a Bachelor of Science Degree in Office Administration from the University of Tennessee at Chattanooga and has over 17 years experience in the financial services industry. A native of Franklin, TN, Barbara and her husband, Jim, have lived in Chattanooga for many years and enjoy antiques and traveling.