The Experts in Your Corner

Bracha Shuchatowitz is the Chief Operating Officer of Evergreen Benefits Group, where she oversees daily operations and helps guide the firm’s continued growth with care, consistency, and strong leadership. She plays an essential role in ensuring Evergreen delivers reliable service while maintaining the values that define the organization.

In her role, Bracha focuses on building efficient systems, supporting team collaboration, and creating operational structure that allows advisors and clients to succeed. Her leadership ensures that Evergreen’s vision is carried out with clarity and attention to detail as the company continues to expand.

Family is at the heart of everything Bracha does. As a devoted wife and mother, she brings empathy, patience, and perspective into her leadership style. Her commitment to family strongly influences Evergreen’s culture, reinforcing the importance of balance, trust, and genuine care for people.

Outside of work, Bracha is deeply involved in her family and community. She values time spent together and believes that strong families and strong teams are built on the same foundation of respect, communication, and support.

Chaim Finkelstein is the Vice President of Business Development at Evergreen Benefits Group, where he focuses on strengthening relationships, expanding strategic partnerships, and helping organizations find benefits solutions that make sense for their people and their bottom line.

Chaim brings more than 10 years of experience in financial planning, wealth management, and client relations to his role at Evergreen. He began his career as a financial advisor with Northwestern Mutual, where he established a strong presence in the Maryland and Washington, D.C. markets and built a broad professional network across the country.

After six years in financial services, Chaim co-founded a private wealth management firm in Baltimore. As a principal, he led the firm’s private placement division and guided its business development efforts. Most recently, Chaim served as Vice President of Commercial Lines at Worthy Insurance, a Chicago-based brokerage firm where he worked with clients in the healthcare and real estate industries. His background gives him a unique ability to understand both the financial and human sides of employee benefits and design thoughtful, strategic solutions.

At Evergreen, Chaim combines analytical insight with a people-first approach, helping employers identify opportunities to improve benefits programs in ways that support employees and strengthen their overall financial wellness. His clients appreciate his ability to listen deeply, communicate clearly, and deliver tailored strategies that align with their goals.

Outside of work, Chaim is an enthusiastic sports fan. You’ll often find him playing, watching, or attending a game, where he enjoys the energy, community, and shared passion that sports bring.

Charity Frederick is a Senior Account Manager at Evergreen Benefits Group, where she plays a vital role in delivering responsive, thoughtful service and support to clients. In her work, Charity focuses on managing client relationships, benefits plan administration, and ensuring that employers and their teams feel confident and well-informed about their benefits programs.

With experience in employee benefits and a client-first mindset, Charity brings organization, clarity, and dedication to every engagement. She works closely with employers to coordinate plan implementation, support ongoing service needs, and help navigate renewals and questions with care and professionalism.

Charity’s approach reflects Evergreen’s commitment to transparency and partnership. She believes in listening closely to client needs and delivering reliable solutions that make benefits easier to understand and manage. Her steady presence and attention to detail help clients feel supported at every stage of the benefits journey.

Outside of work, Charity values time with family and community, where she enjoys building meaningful connections and bringing the same warmth and dedication she brings to her work to her life outside the office.

Olga Hadziosmanovic is the Director of Benefits Marketing & Vendor Partnerships at Evergreen Benefits Group, where she focuses on strengthening vendor and carrier relationships and elevating how complex benefits strategies are communicated to clients. With more than 17 years of experience in the employee benefits and insurance industry, Olga is known for combining strategic insight with a highly relationship-driven approach.

Olga holds a Master’s degree and brings a strong underwriting background, which gives her a deep understanding of risk, plan design, and funding mechanics. She has extensive expertise in self-funded, level-funded, captive, and other alternative funding structures, allowing her to bridge financial strategy, clinical considerations, and real-world client needs. This foundation enables her to work effectively with carriers, TPAs, PBMs, and vendor partners to align solutions with each client’s long-term goals.

At Evergreen, Olga collaborates closely with internal teams and external partners to develop clear, practical benefits messaging and ensure clients have access to high-quality, well-aligned solutions. Her work reflects Evergreen’s commitment to transparency, education, and long-term partnership.

Olga is known for her ability to connect people and ideas, simplify complexity, and build trust through collaboration. She is passionate about creating partnerships that deliver measurable value for employers and meaningful outcomes for employees and their families.

Outside of work, Olga is a devoted wife and mother who values time with her family. She loves traveling and exploring new cultures, experiences that broaden her perspective and reinforce the curiosity and openness she brings to her work. She is also actively involved in animal rescue, volunteering her time and fostering cats to help prepare them for adoption. Olga shares her home with cats, a dog, and a hedgehog, reflecting the same care and compassion she brings to her work.

Cindee Houk is a Senior Account Manager at Evergreen Benefits Group, where she partners closely with clients to deliver thoughtful, reliable, and people-focused employee benefits solutions. She is known for her strong client relationships, attention to detail, and commitment to ensuring employers and their employees feel supported at every stage of the benefits experience.

With extensive experience in employee benefits administration and client service, Cindee brings deep knowledge and a steady, consultative approach to her role. She works alongside employers to manage plan implementation, ongoing service needs, and benefit renewals, helping clients navigate complex decisions with clarity and confidence.

At Evergreen, Cindee plays a key role in maintaining high service standards and fostering long-term client partnerships. Her approach reflects Evergreen’s commitment to transparency, education, and personalized support, ensuring benefits strategies align with each client’s goals and workforce needs.

Outside of work, Cindee enjoys spending time with her family and her dog, who keeps her active and brings plenty of joy to her day. She brings the same warmth, dedication, and care to her personal life as she does to the trusted relationships she builds with clients and colleagues.

With more than a decade of experience in insurance and benefits operations, Yuliya began her career with industry leaders including Risk Strategies and NFP, where she developed foundational expertise in benefits consulting and client service. She later expanded her operational leadership at an InsureTech startup, driving technology-enabled solutions and cross-functional process improvements.

At Evergreen, Yuliya oversees the integration of systems and workflows that enhance the client experience, improve internal collaboration, and support scalable growth. Her strategic and analytical approach ensures that operational excellence underpins the firm’s full-service benefits consulting, HR support, and enrollment solutions.

Yuliya is passionately committed to customer service and operational innovation, consistently seeking new opportunities to elevate the value Evergreen delivers to its clients and partners. Based in the heart of the redwoods in California, she enjoys spending time with her family and exploring the outdoors.