EverOak Wealth Employee Directory

Q: Who are EverOak Wealth key employees?

Some of EverOak Wealth key employees are Jeff St. Gelais , Joshua Schneider

EverOak Wealth corporate office is located in 7222 Commerce Center Dr Ste 108, Colorado Springs, Colorado, 80919, United States and has 11-50 employees.

everoak wealth co

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Key Employees of EverOak Wealth

JS
Jeff St. Gelai...
Director, Financial Planning
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JS
Joshua Schneid...
Director, Retirement Plans
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EverOak Wealth Global Presence

Location	People at location
North America	1-10

Index of contact profiles from EverOak Wealth

Hundreds of professionals searching for EverOak Wealth have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JF
James Fredrick
Email Direct
Partner
United States , Colorado , Colorado Springs

AL
Alexander Lippert
Email Direct
Partner
United States , Colorado , Colorado Springs

RW
Randy Ward
Email Direct
Partner
United States , Colorado , Colorado Springs

JS
Jeff St. Gelais
Email Direct
Director, Financial Planning
United States , Colorado , Colorado Springs

JS
Joshua Schneider
Email Direct
Director, Retirement Plans
United States , Colorado , Colorado Springs

TW
Timothy Watson
Email Direct
Partner
United States , Colorado , Colorado Springs

JM
Joel Malick
Email Direct
Partner
United States , Colorado , Colorado Springs

CM
Christina Montoya
Email Direct
Client Services Associate
United States , Colorado , Colorado Springs

SB
Shane Barr
Email Direct
Retirement Plan Operations
United States , Colorado , Colorado Springs

GG
Gina Garcia-Shaw
Email Direct
Client Services Associate
United States , Colorado , Colorado Springs

CM
Crista Murray
Email Direct
Client Services Associate
United States , Colorado , Colorado Springs

MW
Michelle Whitmore
Email Direct
Client Operations Associate
United States , Colorado , Colorado Springs

VL
Vicky Li
Email Direct
Paraplanner & Trading Operations Associate
United States , Colorado , Colorado Springs

MM
Matthew Macha
Email Direct
Financial Advisor
United States , Colorado , Colorado Springs

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Frequently Asked Questions Regarding EverOak Wealth Employees

How many employees does EverOak Wealth have?

EverOak Wealth has 11-50 employees

Who are EverOak Wealth key employees?

Some of EverOak Wealth key employees are Jeff St. Gelais, Joshua Schneider

Where is EverOak Wealth located?

EverOak Wealth’s headquarters are located at 7222 Commerce Center Dr Ste 108, Colorado Springs, Colorado, 80919, United States

How do I contact EverOak Wealth?

EverOak Wealth Contact Info: Phone number: (719) 300-6700 Website: www.everoakwealth.com

What does EverOak Wealth do?

EverOak Wealth Co. offers a comprehensive range of financial services including tailored financial planning, asset management, retirement plan consulting, business exit planning, and tax strategy. With a team boasting over 300 years of combined experience, they provide customized solutions to help individuals and organizations achieve their financi... Read More

Is EverOak Wealth a public company?

EverOak Wealth is private company therefore does not currently have an official ticker symbol

See more information about EverOak Wealth Employees