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®
Director of Investments
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
Randy Wilson
Director of Spiritual Integration
rwilson@eversourcewa.com
David Curran
Chief of Staff
dcurran@eversourcewa.com
Joseph Schmidt
Financial Planner Generous Wealth Advisors
Green Valley, AZ
joseph@generouswealthaz.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
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
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
New York
Steward Advisors Group
Clifton Park, NY
info@stewardadvisorsgroup.com
Steward Advisors Group is an independent RIA firm.
Nevada
Tim Lewis, CFP®
Wealth Impact Advisor,Stewardly Advisors, an EverSource Wealth Advisors team
Reno, NV
tlewis@stewardly.com
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
Evidence Wealth
College Station, TX
evidencewealth.com
Evidence Wealth is an independent RIA firm.
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
Wisconsin
Rachel McDonough, CFP®, CKA®
Wealth Advisor, Wealth Squared, an EverSource Wealth Advisors team
River Falls, WI
rachel@wealthsq.com
Washington State
Kevin Grady, CFP®, CLU, CHFC, CRC, Wealth Advisor, Grady Financial, an EverSource Wealth Advisors team
Spokane, WA
kevin@gradyfn.com
