Lubecki, R. James

Jim joined Evergreen in 1995, but he has been helping clients develop strategies to address both their short and long term financial goals since 1991. After receiving a bachelor’s degree with concentrations in finance and marketing from California University of Pennsylvania, he was employed as an advisor for Prudential Insurance Company of America from 1991-1995. He was conferred as a Life Underwriter Training Council Fellow (LUTCF) in 2000, earned the Chartered Life Underwriter (CLU) designation in 2003, and the Chartered Financial Consultant (ChFC) designation in 2005.

As a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), he takes a consultative approach in planning for clients. Whether contemplating retirement, how to pay for college, the birth of a child, the death of a family member, an upcoming marriage, divorce, business succession, or how to protect and transfer your assets to loved ones, he reviews the personal and financial aspects of life to design plans that reflect the unique circumstances and goals of your family and/or business.

Jim resides in New Stanton, PA with his wife and children.

Champe, David W.

David joined Evergreen in 1986 with responsibility for developing the Life, Health and Financial Services department for the agency. David’s primary discipline is in the area of employee benefits and performs sales and service duties for our customers. He serves as a commercial insurance producer serving our customers’ business insurance needs and is our resident professional regarding Medicare and Medicare Supplements.

David began his career in individual life insurance sales in 1981. He was hired a year later by The Travelers Insurance Company and worked exclusively with independent insurance agencies to market life, health, and financial services products in western Pennsylvania and West Virginia.

David attended West Virginia University and has a bachelor’s in business administration. He holds many professional designations including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Insurance Counselor (CIC), Registered Health Underwriter (RHU), and Registered Employee Benefits Consultant (REBC).

David resides with his wife, Debby, in Morgantown, WV.

Black, Carol A.

Carol has been with Evergreen since 1995 and is responsible for personal lines sales for the agency. She is committed to meeting the protection needs of her clients through hard work, great attention to detail, and a service-first attitude. Before joining Evergreen, she was the manager of a family-owned office which included sales and product assessments for clients.

Designations: Certified Insurance Representative (CISR); Certified Professional Insurance Agent (CPIA); Certified Insurance Counselor (CIC).

Carol is a member of the Society of Certified Insurance Service Representatives and the National Alliance of Insurance Education and Research. She serves a notary public for the Commonwealth of Pennsylvania. Carol resides in Greensburg, PA with her dog.