The Myrias Group

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

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Advisors

Advisor photo for Phillip McCoy

Phillip McCoy

CFP®

Financial Advisor

Visit Phillip McCoy's website
Advisor photo for John Everson

John Everson

CFP®, MS

Private Wealth Advisor

Franchise Owner
Visit John Everson's website
Advisor photo for Steven Butler

Steven Butler

Financial Advisor

Visit Steven Butler's website


Team

Lisa M. Everson

Lisa M. Everson

Office Manager

Qualifications

  • Bachelor of Science - Shepherd University, 1986

Roles & Responsibilities

  • Office Administration
  • Human Resources Compliance
  • Responsible for Financial Plan prep & tracking
  • Administration of Busniess Process Tracker
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Erika B. Bowers

Erika B. Bowers

Client Service Manager

Roles & Responsibilities

  • Client Service Coordinator
  • Calendar management & appointment scheduling
  • Handles all incoming telephone calls and mail
  • Client meeting file preparation
  • Compliance record retention
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