The Team

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

William Everly

William Everly

Financial Advisor

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Designations

CFP®, APMA®, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Education

1991 MEd Springfield College, Springfield, MA, 19891 BS Castelton State College, Castleton, VT
CA Insurance #0D71075

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Our Staff

Sherrie H. Stewart

Sherrie H. Stewart

Client Service Specialist

Marketing Specialist
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Qualifications

  • The University of Texas at Austin, BBA in Accounting

Roles & Responsibilities

  • Responsible for scheduling appointments/preparing reports for meetings, prepare client applications, audit and manage compliance reports, business processing, and the financial planning process.
  • Responsible for marketing of the practice including all aspects of advertising and communication: Social media, advisor/team website, planning webinars, seminars, contact w/COA for appts./mtgs.
  • Operational and administrative responsibilities including managin records retention, office technology, schedules, and tracking continuing education, license, and compliance requirements.