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Michael Kolb Email & Phone Number
Director of Planning and Investments
at
Evergreen Wealth Solutions
1 work email found
@egwealth.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Director of Planning and Investments
Location
Williamsport, Pennsylvania, United States
Company size
Who is Michael Kolb? Overview
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Quick answer
Michael Kolb is listed as Director of Planning and Investments at Evergreen Wealth Solutions, a with 13 employees, based in Williamsport, Pennsylvania, United States. AeroLeads shows a work email signal at egwealth.com and a matched LinkedIn profile for Michael Kolb.
Michael Kolb previously worked as Portfolio Manager at Evergreen Wealth Solutions and Certified Trainer at Red Lobster. Michael Kolb holds Bachelor Of Science - Bs, Business Administration, Management And Operations, 3.5 from Houghton College.
Company email context
Email format at Evergreen Wealth Solutions
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{first}@egwealth.com
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AeroLeads found 1 current-domain work email signal for Michael Kolb. Compare company email patterns before reaching out.
Profile bio
About Michael Kolb
I focus on the financial planning and asset management aspects of the business. As the primary portfolio manager and investment committee member, I provide 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, I constructs and analyze the financial plans, selecting the optimal solutions with each client as well as maintaining the plans for our clients. With intimate knowledge of a client’s financial plan allows me to optimize the asset management experience for each client. I provide 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.1000 Commerce Park Drive, Ste 407Williamsport, PA 17701tel 570.601.6960fax 570.651.9032
Current workplace
Michael Kolb's current company
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Evergreen Wealth Solutions
5 roles
Michael Kolb work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
Certified Trainer
Nov 1999 - Oct 2010
Associate Financial Advisor
Clear View Advisor
Oct 2006 - Oct 2008
Market Research Analyst
Aug 2005 - Jan 2006
Team & coworkers
Colleagues at Evergreen Wealth Solutions
Other employees you can reach at egwealth.com. View company contacts for 13 employees →
TR
Todd Rishel, Cfp®
Colleague at Evergreen Wealth SolutionsWilliamsport, Pennsylvania, United States
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LL
Lisa Lytle
Colleague at Evergreen Wealth SolutionsMontoursville, Pennsylvania, United States
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JW
Justin Warfel
Colleague at Evergreen Wealth SolutionsWilliamsport, Pennsylvania, United States
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DG
Deneen Grimes
Colleague at Evergreen Wealth SolutionsWilliamsport, Pennsylvania, United States
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CS
Cody Street
Colleague at Evergreen Wealth SolutionsWilliamsport, Pennsylvania, United States
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GP
Georgia Potts
Colleague at Evergreen Wealth SolutionsWilliamsport, Pennsylvania, United States
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KV
Kate Visco
Colleague at Evergreen Wealth SolutionsWilliamsport, Pennsylvania, United States
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Todd Rishel, Cfp®
Colleague at Evergreen Wealth SolutionsWilliamsport, Pennsylvania, United States
View →
LL
Lisa Lytle
Colleague at Evergreen Wealth SolutionsMontoursville, Pennsylvania, United States
View →
JW
Justin Warfel
Colleague at Evergreen Wealth SolutionsWilliamsport, Pennsylvania, United States
View →
DG
Deneen Grimes
Colleague at Evergreen Wealth SolutionsWilliamsport, Pennsylvania, United States
View →
CS
Cody Street
Colleague at Evergreen Wealth SolutionsWilliamsport, Pennsylvania, United States
View →
GP
Georgia Potts
Colleague at Evergreen Wealth SolutionsWilliamsport, Pennsylvania, United States
View →
KV
Kate Visco
Colleague at Evergreen Wealth SolutionsWilliamsport, Pennsylvania, United States
View →
1 education record
Michael Kolb education
FAQ
Frequently asked questions about Michael Kolb
Quick answers generated from the profile data available on this page.
What company does Michael Kolb work for?
Michael Kolb works for Evergreen Wealth Solutions.
What is Michael Kolb's role at Evergreen Wealth Solutions?
Michael Kolb is listed as Director of Planning and Investments at Evergreen Wealth Solutions.
What is Michael Kolb's email address?
AeroLeads has found 1 work email signal at @egwealth.com for Michael Kolb at Evergreen Wealth Solutions.
Where is Michael Kolb based?
Michael Kolb is based in Williamsport, Pennsylvania, United States while working with Evergreen Wealth Solutions.
What companies has Michael Kolb worked for?
Michael Kolb has worked for Evergreen Wealth Solutions, Red Lobster, Clear View Advisor, and Baillie Lumber Co..
Who are Michael Kolb's colleagues at Evergreen Wealth Solutions?
Michael Kolb's colleagues at Evergreen Wealth Solutions include Todd Rishel, Cfp®, Lisa Lytle, Justin Warfel, Deneen Grimes, and Cody Street.
How can I contact Michael Kolb?
You can use AeroLeads to view verified contact signals for Michael Kolb at Evergreen Wealth Solutions, including work email, phone, and LinkedIn data when available.
What schools did Michael Kolb attend?
Michael Kolb holds Bachelor Of Science - Bs, Business Administration, Management And Operations, 3.5 from Houghton College.
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