The Team

Evercy Wealth

Our Advisors

Michael Altman

Michael Altman

Private Wealth Advisor

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Designations

CPA

Top Areas of Focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies

Education

Miami University, MBA, Accounting 1980 - 1981, Alma College, BA 1977 - 1980
CA Insurance #0E74805

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William Grubbs

William Grubbs

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Education

Bachelor of Science in Finance - Auburn University
CA Insurance #0E00213

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Mike Kennedy

Mike Kennedy

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Business Retirement Plans

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Mitchell Cohen

Mitchell Cohen

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Family Finances
  • Investments
  • Cash Flow Management Strategies

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Our Staff

Michele Williams

Michele Williams

Financial Planning Assistant

Lynne Rosenkoff

Lynne Rosenkoff

Office Manager