Prior to becoming an advisor, Ever J. worked as an account executive at Polaris Development. At Polaris Development, he worked with business owners to reduce costs in all areas of their business. Ever J. brings extensive experience when it comes to working with business clients as well as individuals.
Ever J. graduated from the University of Pittsburgh with a B.S. in biology. Currently, Ever lives in York, PA, and enjoys playing golf and watching sports.
Areas of Focus:
- Business Planning
- Wealth Management
- Wealth Accumulation
- Wealth Protection & Wealth Distribution
- Business Succession
- Retirement Plans
- Financial Wellness Programs
- Personal Financial Planning
- Risk Management
- Investments
- College Funding & Planning
- Estate Planning
- Disability Insurance
- Business and Personal Plan Integration
- Equity Protection
- Tax Mitigation Strategies
- Goal Planning
- Portfolio Management
- Cash Flow Planning
- Beneficiary Review
- Charitable Giving
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA Insurance License Number - 0M09573.