My name is Everett, and I am a Michigan native! I attended Michigan State University for undergrad, and recently graduated from Pennsylvania State University, with a Masters in Management/Business Administration. I moved to Denver and joined Johlfs Wealth Management in February 2023. As an experienced Client Service Associate, I provide our clients with account related inquiries, technical support, and account onboarding. I also support the JWM Financial Advisors with account transactions, meeting preparation, administrative tasks, and creating customized financial plans. In the near future, I look forward to getting my Series 7 license and being able to work hands on with clients.
Outside the office, I cheer on the Spartans, I enjoy surfing, developing my own film photography, and exploring the great outdoors.
Fun Fact: I’m a shark attack survivor!