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) 313-1112

(602) 313-1112

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...

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Jay R. Spector, CFP®

Co-Chief Executive Officer, Founding Partner, Private Wealth Manager

(480) 935-7533

(602) 429-8275

jay@evervestfinancial.com

I am honored to be a founding partner of EverVest Financial with my long-time friend, Elizabeth Mahoney.  Elizabeth and I met early in my financial advisory career while we both worked at AG Edwards.  We both share a vision...
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Kevin Pitts

Chief Investment Officer

(928) 460-5511

(602) 429-8213

kevin@EverVestfinancial.com

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, MBA, AAMS

Chief Operating Officer

(602) 313-1112

(602) 313-1112

teresa@evervestfinancial.com

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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Sid Guthrie

Wealth Strategist

(602) 313-1112

(602) 313-1112

sid@evervestfinancial.com

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

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Andrea Lowe

Client Service Associate

(602) 313-1112

(602) 313-1112

andrea@evervestfinancial.com

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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Norman Pitts

Multimedia Designer

(602) 313-1112

norman@evervestfinancial.com

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...

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