Our advisors

William Grubbs

William Grubbs

CFP®, CLTC®, APMA®, CKA®

Private Wealth Advisor

Managing Director of Evercy Wealth
Learn more about William Grubbs Visit William Grubbs's website
Mike Kennedy

Mike Kennedy

APMA®

Financial Advisor

Learn more about Mike Kennedy Visit Mike Kennedy's website
Mitchell Cohen

Mitchell Cohen

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Mitchell Cohen Visit Mitchell Cohen's website
Greg Hepner

Greg Hepner

MBA

Financial Advisor

Learn more about Greg Hepner Visit Greg Hepner's website

Our team

Lynne Rosenkoff

Lynne Rosenkoff

Client Service Manager

Peter Townsend

Peter Townsend

Financial Planning Assistant