Where it all started

In 2021, our founders met more than two dozen cannabis entrepreneurs they couldn’t help with business, wealth or tax planning.

growing with intention

Today, our team is motivated by our unwavering commitment to act; bringing financial services to a marginalized industry. We’re leveling the playing field & taking real risks of peril off the table for founders and their employees alike.

Our mission

Looking to the future, Evergreen’s impact on cannabis financial services will positively change the way institutions & entrepreneurs do business.

We're built for cannabis

Leadership

Our team combines over 200 years of experience spanning insurance, investing, banking and law.

Anthony Cloutier

chief investment officer

Portfolio Director, Markowski Investments
Founder, Truth of Investing
Founder, Cloutier Group Estate & Financial Strategies
Senior Analyst, Goldman Sachs

chad webb

chief risk officer

Former Chief Risk Officer Regions Bank
Former Head of Banking FS Practice KPMG
Former Managing Partner Addicus
Director Mockingbird Cannabis

Jasnik Parmar

chief executive officer

Founder
- Chartered Wealth Consultants
- SimplyRIA
- A Smarter Way to Invest
- EliteAMG
- Entry Point Advisor Network
Executive
- Caitlin John PWM
- EAEdge
- LawnGuru

Lonie Moore

chief financial officer

Head of Guaranteed Income Product Development, Nationwide
AVP Life & Annuity Distribution Analytics, Protective Life
Actuary – Life & Annuity Product Development & Leadership, W&SFG

Mac Chrystal

chief product officer

Founder Gen 3 Advisors

Makenna Giles

Brand Director

Scott Geromette

Chief Strategy Officer & General Counsel

Former Head of Insurance Regulatory Practice Honigman LLP
Started first direct cannabis-touching insurance company in the country
Executive Experience – Reinsurance Industry and Insurance Brokerage

Anthony Cloutier

chief investment officer

Portfolio Director, Markowski Investments
Founder, Truth of Investing
Founder, Cloutier Group Estate & Financial Strategies
Senior Analyst, Goldman Sachs

chad webb

chief risk officer

Former Chief Risk Officer Regions Bank
Former Head of Banking FS Practice KPMG
Former Managing Partner Addicus
Director Mockingbird Cannabis

Jasnik Parmar

chief executive officer

Founder
- Chartered Wealth Consultants
- SimplyRIA
- A Smarter Way to Invest
- EliteAMG
- Entry Point Advisor Network
Executive
- Caitlin John PWM
- EAEdge
- LawnGuru

Lonie Moore

chief financial officer

Head of Guaranteed Income Product Development, Nationwide
AVP Life & Annuity Distribution Analytics, Protective Life
Actuary – Life & Annuity Product Development & Leadership, W&SFG

Mac Chrystal

chief product officer

Founder Gen 3 Advisors

Makenna Giles

Brand Director

Scott Geromette

Chief Strategy Officer & General Counsel

Former Head of Insurance Regulatory Practice Honigman LLP
Started first direct cannabis-touching insurance company in the country
Executive Experience – Reinsurance Industry and Insurance Brokerage

Stewardship

Anthony Cloutier*

Isaac Bock

Jasnik Parmar*

Mac Chrystal*

Peter Su

Scott Geromette*

Willis King

Valay Shah

*Management and stewardship roles

Stewardship

Anthony Cloutier*

Isaac Bock

Jasnik Parmar*

Mac Chrystal*

Peter Su

Scott Geromette*

Valay Shah

Willis King

*Management and stewardship roles

Membership Model

We chose a membership capitalization model, long established in banking and insurance, to best align our interests with our policyholders and eliminate the potential for distraction.

Membership is available as follows:

Institutional Membership

Membership Stock Investment Requirement (MSIR)

0.05% of the Membership Stock Investment Base

$10,000 minimum

$5,000,000 maximum

Updated annually (March/April)

Activity Based Investment Requirements (ABIR)

As part of use of our products, Member institutions purchase preferred stock in proportion to their utilization of our institutional products. This provides risk-based capital required as a regulated insurer for the duration of the agreement while providing a mechanism for generating returns above the guaranteed fixed rates inherent to our products.

Individual/CRB Membership

Any natural person or CRB who is eligible may join our membership at no cost

Membership eligibility

Membership is available to cannabis related businesses, their stakeholders, or institutions that serve the industry such as:

Banks
Credit Unions
Trust

Membership benefits

A membership with Evergreen provides you access to financial products issued by an A-Rated carrier. We provide a network of leaders and advisors who understand the challenges at the intersection of the cannabis, banking, and insurance industries. Our robust team of in-house experts will work with your team to evaluate how our collaborative solutions may help achieve financial objectives.

For institutions, such as banks or credit unions, membership grants you exclusive access to distribute our CRB facing products in addition to use of our institutional product portfolio.

For CRBs, owners, or employees, our life and annuity products are made available through our member institutions and offer you the same generalized capabilities as their general market counterparts and bolt-in features designed to solve problems unique to cannabis.