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.