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 to create a firm where we have the freedom, tools, and support to provide a customized approach to wealth planning and investing for our clients, with their best interest as our cornerstone.

Before Elizabeth and I started our firm, I spent my early career as an assistant to former U.S. Secretary of the Interior Bruce Babbitt in Washington, D.C. During my time there, I attended The Johns Hopkins University where I earned a Master of Science in Real Estate. And, Washington, D.C. is where I met my wife, Bethany.

After a few years, Bethany and I had an incredible opportunity to move back to my home-state of Arizona where I was privileged to serve as executive director of the Arizona Water Infrastructure Finance Authority (“AZWIFA”) in the administration of former Governor Janet Napolitano. After my tenure working with Governor Napolitano at AZWIFA, I took the skills that I had developed and joined the private sector as a municipal finance investment banker. There, I could continue to help cities and towns with their municipal finance plans. It was a natural transition.

While I really enjoyed being an investment banker, I came to realize my passion was in helping my friends and family with their retirement and investment planning. Financial planning was something that I had wanted to do ever since I earned my Bachelor of General Studies in Business Administration at Northern Arizona University. After my time as a vice president of municipal finance at RBC Capital Markets, I moved to the financial planning side of the industry where Elizabeth and I started working together. And the rest is history...

Bethany and I live in Phoenix with our two children, Jordyn and Micah, and our labradoodles, Piper and Winnie. I really enjoy giving back to our community. I have served on the city of Scottsdale's Environmental Quality Advisory Board and the U.S. EPA's Environmental Financial Advisory Board. I was an active member of the Fiesta Bowl committee for eight years where I was twice Chairman of the Fiesta Bowl Parade as well as Chairman of the Game Operations committee. I am now a Life Member of the Fiesta Bowl Committee and am active with the Arizona Alumni Chapter of the Alpha Epsilon Pi Fraternity. I currently serve on the Board of Directors for The Foster Alliance, an Arizona based foster care resource organization. Our family is involved with The Foster Alliance as well. Since both of my children have been competitive swimmers, I have become a member of USA Swimming, serving as volunteer meet official at local, state and regional competitions.

Elizabeth and I continue to work to fulfill our initial vision of providing you and your families a financial planning partnership you can trust. The partnership is not just the two of us, but all of you who we strive to serve with our best guidance.

https://www.cfp.net/
CERTIFIED FINANCIAL PLANNER™ - a designation awarded by the Certified Financial Planner Board of Standards, Inc.

FIND AN ADVISOR

SEARCH BY ADVISOR NAME

SEARCH BY LOCATION

OR

Aaron Smith

Robert Steinfeld

Nathan Sorkin

Stephanie Sterling

Jay Spector CFP

Thomas Strohl

Roy Spinks

Paula Strumbly

Andrew Stall

Matthew B. Summe