Leadership Team

Mark Wesson, CFP®, CKA®
Chief Executive Officer
mwesson@eversourcewa.com

Don Murphy, CPA, CGMA
Founder
dmurphy@eversourcewa.com

Rhonda F. Hitchcock, CTFA, AEP®
Chief Operations Officer
rhitchcock@eversourcewa.com

Daniel Phillips CFA®, CFP®
Chief Investments Officer
dphillips@eversourcewa.com

Glenn Waddell
General Counsel
gwaddell@eversourcewa.com

Todd Kessler, CCP®
Director of Compensation Consulting and Financial Modeling
tkessler@eversourcewa.com

Ed Hart
Director of Marketing & Business Development
ehart@eversourcewa.com

Rhonda Lutzke
CID Chief Strategy Officer
rlutzke@eversourcewa.com

Leslie Urrea HR Director lurrea@eversourcewa.com

Leslie Urrea
HR Director
lurrea@eversourcewa.com

Randy Wilson
Director of Spiritual Integration
rwilson@eversourcewa.com

David Curran
Chief of Staff
dcurran@eversourcewa.com


EverSource Wealth Advisors Teams and Partner Firms

Serving Clients Nationally with Advisors Across the United States

Alabama

Caleb Bagwell, CFP®, CPFA
Wealth Advisor, Stewardly Advisors
Birmingham, AL
cbagwell@stewardly.com

John R. Burch, CFP®, CKA®
Wealth Advisor, Stewardly Advisors Birmingham, AL
jburch@stewardly.com

James Miller, CFP®
Senior Financial Advisor, Miller Wealth Management
Birmingham, AL
jmiller@millerwealthmgt.com

Parker Morris, CFP®
Financial Advisor, Miller Wealth Management
Birmingham, AL
pmorris@millerwealthmgt.com

Stephen Miller, CIMA, CRPC
Senior Financial Advisor, Miller Wealth Management
Birmingham, AL
smiller@millerwealthmgt.com

BMSS Wesson Wealth Solutions
Birmingham, AL
bmsswesson.com

BMSS Wesson Wealth Solutions is an independent RIA firm.


Arizona

Bill Stevens Jr., CKA®, AIF®
Wealth Advisor, Generous Wealth Advisors
Green Valley, AZ
bill@generouswealthaz.com

Dan Twogood, RICP®, CKA®
Managing Partner, Centerpoint Strategies
Scottsdale, AZ
dan@centerpointstrategies.com

Grant Twogood, CFP®
Certified Financial Planner, Centerpoint Strategies
Scottsdale, AZ
grant@centerpointstrategies.com

Jordan Twogood
Portfolio Manager, Centerpoint Strategies
Scottsdale, AZ
jordan@centerpointstrategies.com

Joseph Schmidt
Financial Planner, Generous Wealth Advisors
Green Valley, AZ
joseph@generouswealthaz.com

Paul Rutkowski
Partner, Centerpoint Strategies
Scottsdale, AZ
paul@centerpointstrategies.com

Rory Collins
Partner, Centerpoint Strategies
Scottsdale, AZ
rory@centerpointstrategies.com


Colorado

Tim Macready, CIMA®
Head of Global Multi Asset Investing, Brightlight, an EverSource Wealth Advisors team
Denver, CO
tmacready@brightlightimpact.us


Florida

Brandi Lobato, CFP®

Principal Advisor, Cornerstone 360 Advisors, an EverSource Wealth Advisors team
Boca Raton, FL
brandi@cornerstone360advisors.com

Eric Reinhold, MBA, CFP®, APMA
Senior Wealth Advisor, Reinhold Financial
Orlando, FL
eric@reinholdfinancial.com

Travis Hodge
Financial Advisor, EverSource Jacksonville
Jacksonville, FL
thodge@eversourcewa.com

Jamie Vandenheuvel
Financial Advisor, EverSource Jacksonville
Jacksonville, FL
jvandenheuvel@eversourcewa.com


Georgia

Christy Capital Management
Macon, GA
christycapital.com

Christy Capital Management is an independent RIA firm.


Mississippi

Joseph Simpson, CFP®
Financial Advisor EverSource Jackson
Jackson, MS
jsimpson@eversourcewa.com


Missouri

Samantha Compton
Senior Financial Advisor Insight Wealth, an EverSource Wealth Advisors team
Kansas City, MO
info@insightwealthkc.com


Nevada

Tim Lewis, CFP®, CKA®
Wealth Impact Advisor, Stewardly Advisors, an EverSource Wealth Advisors team
Reno, NV
tlewis@stewardly.com


New York

Steward Advisors Group
Clifton Park, NY
info@stewardadvisorsgroup.com

Steward Advisors Group is an independent RIA firm.


Pennsylvania

Bare Wealth Advisors
Gap, PA
info@barewealthadvisors.com

Bare Wealth Advisor is an independent RIA firm.


Tennessee

Howard Varnedoe, CFP®
Wealth Advisor, EverSource Wealth Advisors
Franklin, TN
hvarnedoe@eversourcewa.com

Jim Darlington, CFP®, CKA®, CRPS®, Senior Financial Advisor, EverSource Knoxville
Knoxville, TN

jdarlington@eversourcewa.com

Jonathan Tue, CFP®
EverSource Financial Advisor, EverSource Knoxville
Knoxville, TN
jtue@eversourcewa.com

Zeke Ortiz-Clark
Associate Financial Advisor, EverSource Knoxville
Knoxville, TN
zortizclark@eversourcewa.com

Texas

Abbey Casady, CFP®
Wealth Advisor EverSource Dallas
Dallas, TX
acasady@eversourcewa.com

David Sandhu
Financial Advisor EverSource Fort Worth
Fort Worth, TX
dsandhu@eversourcewa.com

Micky Reeves, CFP®, CKA®, CLU, RLP®
Senior Wealth Advisor, EverSource Dallas, Dallas, TX
mreeves@eversourcewa.com

W. Ben Fox, CKA®
Financial Advisor EverSource Rockwall
Rockwall, TX
bfox@eversourcewa.com


Virginia/Washington, DC

David Young III, CEP®, RFC®, AIF®
Founder and Wealth Advisor

Clarion Wealth Management Partners, an EverSource Wealth Advisors team
Fairfax, VA
dyoung@clarionwealth.com

Endel Liias
Financial Advisor, Nexus Impact Advisors, an EverSource Wealth Advisors Team
Arlington, VA
endel.liias@nexusimpactadvisors.com


Washington State

Kevin Grady, CFP®, CLU, CHFC, CRC, Wealth Advisor, Grady Financial, an EverSource Wealth Advisors team
Spokane, WA
kevin@gradyfn.com

Tyler Snyder, MBA Wealth Advisor, Grady Financial, an EverSource Wealth Advisors team
Spokane, WA
tyler@gradyfn.com

Osni Ferreira Filho, MBA, BFA, CFP®
Wealth Advisor
Wealth Squared, an EverSource Wealth Advisors team
River Falls, WI
osni@wealthsq.com

Wisconsin


Rachel McDonough, CFP®, CKA®
Wealth Advisor
Wealth Squared, an EverSource Wealth Advisors team
River Falls, WI
rmcdonough@wealthsq.com

Andrew Varnedoe, CFP®, CKA®, CIMA®
Wealth Advisor, EverSource Wealth Advisors
Franklin, TN
avarnedoe@eversourcewa.com

Micah Darlington
Associate Planner,
EverSource Knoxville
Knoxville, TN
mdarlington@eversourcewa.com

Benaiah Gorman, CFP®, CPWA®
Wealth Advisor, EverSource Dallas, Dallas, TX
bgorman@eversourcewa.com