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 advisors and staff members is gifted in distinct 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
Co-Chief Executive Officer, Founding Partner, Private Wealth Manager
(602) 429-8213
elizabeth@evervestfinancial.com
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...
Jay R. Spector, CFP®
Co-Chief Executive Officer, Founding Partner, Private Wealth Manager
(602) 429-8275
Kevin Pitts
Chief Investment Officer
(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...
Teresa L. Haire, MBA, AAMS
Chief Operating Officer
(602) 429-8215
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...
Sid Guthrie
Wealth Strategist
(602) 429-8215
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...
Andrea Lowe
Client Service Associate
(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...
Norman Pitts
Multimedia Designer
Norman Pitts is Evervest Financials multimedia designer and brings his passion for animation, art and design to the team. After formal training, he continues to hone his skills at home and at work with every new project. Looking for...