Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for EverNorth Wealth Advisors
Team photo for EverNorth Wealth Advisors

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Our advisors

Advisor photo for Thomas E Smith Jr

Thomas E Smith Jr

CFP®, ChFC®, CLU®, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Thomas E Smith Jr Visit Thomas E Smith Jr's website
Advisor photo for Jason A Coldicott

Jason A Coldicott

CRPC, APMA®

Financial Advisor

Senior Vice President of EverNorth Wealth Advisors
Learn more about Jason A Coldicott Visit Jason A Coldicott's website
Advisor photo for Vanessa Thomas

Vanessa Thomas

Financial Advisor

Senior Vice President of EverNorth Wealth Advisors
Learn more about Vanessa Thomas Visit Vanessa Thomas's website


Our team

Ken Oldham

Ken Oldham

Business Development Manager

Lucas Smith

Lucas Smith

Client Service Specialist

Callie Khoshnegah

Callie Khoshnegah

Administrative Assistant