After graduating with an MBA from the University of Memphis in 2001, I open my first business at age 25. In 2007, I sold that business prior to the financial crisis. I then started in this business in 2010. I began working for Waddell & Reed. In 2012 I went through a bad divorce. So, I know what it’s like to go through hard times and persevere. After seven years with a regional broker dealer, I launched Everett Wealth Management. Where we could offer our clients more options and a friendlier client experience. Today I am married to my wife Beverly and we have two kids, a son Jack and a daughter Hannah. In my free time, I enjoy playing golf, serving in my community, short term mission trips and watching sports. My family and I have been attending Harvest Church since 2019.
In today’s economic times, we believe it is necessary for clients to have a long-term financial plan due to lack of pensions and possible social security funding issues. Market fluctuations, economic uncertainty, rising interest rates and political factors make entering a financial planning relationship even more important these days.
At Everett Wealth Management, we are passionate about helping people and providing clarity during times of decision making. The recommendations we make for our clients are ones we would adhere to ourselves. We consider clients family and treat them as such. We know how hard it is to work and sacrifice to building up savings and wealth. Through integrity and independent research, we will help you understand complicated issues and give you options so you can make an educated decision. We want to be a trusted source for you and your loved ones.