Broker Check
 

Team

At EverVest Financial we believe in the value of teamwork. Our internal collaborative approach strives to ensure that each of our clients receives the best financial approach tailored to your individual needs. Each of our staff members is gifted in unique areas of the financial field and communication strategies, which, when applied to the needs of the client, potentially yields not only an exceptionally fine-tuned financial plan for you, but an incredible work environment for our beloved employees.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis
  • Financial Blind Spots
  • Legacy, Gifting, and Philanthropic Planning
  • Tax Planning Strategy
  • Financial Considerations for Special Needs Planning

We also strive to answer your questions, including:

  • Can I retire early? Can I retire at all?
  • What questions should I be asking?
  • What should I do to prepare for unexpected life events?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Evervest Financial, Stratos Wealth Partners and LPL Financial do not provide tax or legal advice. Clients should consult with their personal tax or legal advisors regarding the personal situation.

Elizabeth A. Mahoney, AAMS

President, Founding Partner Private Wealth Manager

(602) 313-1112

(602) 429-8213

Elizabeth A. Mahoney, AAMS is a partner and wealth manager of EverVest Financial in the Greater Phoenix, Arizona area. She began her career as a financial advisor in 2003 with A.G. Edwards and continued with Wells...

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Kevin Pitts

Chief Investment Officer

928-460-5511

602-429-8213

Investment success is measured by more than just a positive number on a monthly statement. Performance is critical, and we focus on it, but it is often more important to recognize the risks taken to pursue a particular result. A...

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Teresa L. Haire serves as the Chief Operating Officer for EverVest Financial in the Greater Phoenix, Arizona area. She began her career in the financial services industry in 1997 and has worked with various firms. She earned her...

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Andrea Lowe

Client Service Assoicate

602-313-1135

602-429-8215

Andrea has thrived in Customer Service for 20 plus years. She joined the EverVest team in 2020 taking on the role as a Client Services Associate. She loves talking to all our clients and helping with anything she can. She loves to...

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Marvin Pitts is a wealth strategist committed to helping clients at EverVest Financial. He always strives to assist clients in any matter and he brings the skills and passion he has developed to the financial service industry. He was...

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Sidney Guthrie is a wealth strategist on the EverVest team. He joined as an advisor to help individuals and our families reach greater clarity with their finances. Sidney’s situation is unique in that he is reallocating prior...

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