The Myrias Group

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

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Advisors

John Everson

CFP®, MS

Private Wealth Advisor

Franchise Owner
Visit John Everson's website

Phillip McCoy

CFP®

Financial Advisor

Visit Phillip McCoy's website


Team

Lisa Everson

Lisa Everson

Office Manager

Personal Intro

I grew up in Martinsburg, WV and graduated from Shepherd University in 1986. I began working with John in 1992. I love being part of a team that helps clients plan financially for life events. My current role is that of Office Manager. I have oversite of financial transactions, daily office procedures, administrative systems, and financial reporting. I enjoy spending time with my family, the outdoors, sewing and crafting.

Qualifications

  • Bachelor of Science - Shepherd University, 1986

Roles & Responsibilities

  • Office Administration
  • Human Resources compliance
  • Responsible for Financial Plan prep & tracking
  • Social Media Management
  • Marketing & Event Planning
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Erika Bowers

Erika Bowers

Client Service Manager

Personal Intro

I have been with the practice since 2007. I manage scheduling client meetings, creating/submitting paperwork, start the prepping process for client meetings, along with other daily administrative tasks. I married my husband in 2009. We have two children who are active in 4-H and raise pigs for the local county fair. We are members of Central Chapel. In our freetime, we enjoy camping in Romney, WV, and kayaking.

Roles & Responsibilities

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