The Myrias Group

The Myrias Group

Our Mission
We empower meaningful change by helping clients achieve their goals with clarity and more confidence.

Our Values
Client Focus • Teamwork • Integrity • Growth • Excellence • Respect

Our Skill
We deliver collaborative, forward-thinking financial planning, providing comprehensive advice, and creating long-term value for every client we serve.

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Team photo for The Myrias Group
Team photo for The Myrias Group

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Advisors

Advisor photo for Susan Kagey

Susan Kagey

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Susan Kagey's website
Advisor photo for John Everson

John Everson

CFP®, MS

Private Wealth Advisor

Franchise Owner
Visit John Everson's website
Advisor photo for Jason A Williams

Jason A Williams

Financial Advisor

Visit Jason A Williams's website


Team

Bobbi Hutson

Bobbi Hutson

Client Service Specialist

Personal Intro

I am a Client Service Specialist and primary point of contact at our Winchester office. I have been in the financial services industry since 2005 and joined The Myrias Group™ in 2021. I thrive on providing a caring and compassionate environment for our clients, providing excellent customer service and building client relationships. I am the proud grandparent of 4 grandchildren and mom to one crazy Boxer and 11 chickens.

Roles & Responsibilities

  • Calendar management and appointment scheduling
  • Handles all incoming telephone calls and mail
  • General client service & administrative duties
  • Compliance record retention
  • Marketing & Event Planning
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Tonya Stahmer, FPQP®

Tonya Stahmer, FPQP®

Client Service Specialist,

Financial Paraplanner Qualified Professional™

Personal Intro

I am the remote Client Service Specialist for the Winchester office. I have been in the financial industry since 1996 and with The Myrias Group™ since 2019. I handle much of the behind-the-scenes prep work for client meetings, oversee transactions, create/submit paperwork, as well as assisting with other administrative services. I treasure family time, and enjoy traveling and watching sports.

Qualifications

  • FPQP

Roles & Responsibilities

  • Client meeting file preparation
  • Oversee transactions
  • Create and submit paperwork
  • General administrative services
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