I am the President & Wealth Advisor at Everest Wealth Advisors. After graduating from the University of Arkansas, I began a career in corporate accounting, and transitioned into financial advisory in 2002 out of a desire to generate a positive impact for people in my community. My motivation is derived from watching my clients evolve and become empowered by financial freedom as a result of the advice and guidance I have given them. We like to call our clients family, as they truly are to me. This is why I have such a drive to help them reach and maintain their goals. In my free time, you will find me spending quality time with my wife, Christine, by giving back to the community via various charity work. Other times, us traveling, fly-fishing, cheering on the Broncos and the Arkansas Razorbacks, or playing with our lovable Labrador, Jack.
Everest Wealth Advisors is a comprehensive wealth management firm dedicated to creating and implementing personalized financial plans that will grow and protect the wealth of clients and their loved ones for themselves and the generations to come.
Christy Beesley
Advisor Assistant
I am an Advisor Assistant at Everest Wealth Advisors. I graduated from Black Hills State University and have worked primarily in insurance and accounting before becoming a member of our firm. This past insurance/accounting experience has allowed me to help clients create a financial plan that is truly optimized.
Today, I am motivated by the opportunity to learn. By gaining and sharpening my financial expertise, I have helped positively impact the lives of others. This experience is my drive to continue working with clients and creating a financial plan that empowers.
In my free time, you may find me enjoying the outdoors of Denver, Colorado alongside my two dogs - the best hiking partners.
General Information |
| Firm Start Year: | 2007 | |
| Insurance License#: | 145788 |
| States Licensed in: | AK, AZ, CA, CO, CT, FL, HI, IA, IL, IN, KS, MA, MD, ME, MO, NC, ND, NE, NM, NY, OH, OR, SC, SD, TN, TX, UT and WI |
| Number of Years with Current Firm: | 16 |
| Work Experience: | Today, I have accumulated over 21 years in the financial services industry. Over the course of those years, I have honed my skills so that I can provide a highly personalized plan for each client. When working with clients, I offer advice that incorporates unique strategic and tactical investment strategies, using a wide array of investment options and financial planning strategies designed to help my clients create and keep the advantages they gain from optimized financial planning. |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Options & Futures, Alternative Investments, Bonds, Stocks, Annuities, Insurance, Mutual Funds |
| Can meet clients in the following ways: | Our Office, Phone, Email, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee |
| Minimum Fee Charged for Managed Accounts: | $5,000 |
| Minimum Fee Charged for Hourly Planning Accounts: | $250 |
Education |
| Bachelor of Science in Business Administration - Accounting & Finance | University of Arkansas
- Fayetteville, AR 09/01/1990-05/01/1998 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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