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.
Christine Meyer
Director of Operations
I am the Director Of Operations at Everest Wealth Advisors and have a passion for helping others pursue their retirement goals. I grew up in Alaska and, during my childhood, I witnessed the impact that saving had on my family's retirement. This early experience is my motivation for helping others prepare themselves for a financial future that is safe, secure, and ready to succeed. I volunteer at my church in many ways but teaching Dave Ramsey Financial Peace University to single mothers in my community has been a passion so I can help them become financially free, independent and to earn to invest in their future for them and their children.
In my free time, in addition to volunteering, you will find me spending my days in the outdoors of Colorado, where I live with husband and President of Everest Wealth, Darren Meyer. Family is one of our main priorities, ours and yours. This is why we call our clients, friends, and family. We want them to achieve and maintain all the success they have ever dreamed of just as we do for our children and our many nieces and nephews.
Ryan Page
CFP, MBA
My interest in investing and personal finance began at a young age. I can remember discussing the stock and bond market with my dad before I even understood what they were. After attaining my Bachelors degree, I started my career at a mutual fund company.
Shortly after I began, the 2008 financial crisis took hold and I saw first-hand the turmoil it brought to many investors and families. It was then that I truly understood the importance of having a financial plan and a financial advisor. More than anything else, I realized finance was not about numbers on a screen, but about peoples lives.
Since that time, I have become a licensed advisor, attained my Masters degree, and have become a CERTIFIED FINANCIAL PLANNER.
My career is dedicated to helping individuals and families make the best possible decisions with their money so they can manage the goals they have set for themselves, and work towards financial freedom.
When I'm not working, you can find me enjoying time with my significant other Grace, her daughter, hiking with our dog Sasha, dining with our friends, traveling or just relaxing and watching our new favorite series on television.
Kim Johnson
Advisor Assistant
I am an Advisor Assistant at Everest Wealth Advisors. I have a Bachelors degree in Psychology from the University of Nebraska - Lincoln. Growing up in Nebraska, my Mom helped me develop a strong work ethic and sense of financial responsibility. I started working at 14 and learned how to open a checking account, balance my checkbook, and save for the things I wanted, like my first car.
I've been working in customer service since my first "real" job as an ice cream truck driver, and my passion has always been helping people. I have been working with Financial Advisors since 2011 and absolutely love always making sure that the clients come first. 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 financial relationships that empower.
In my spare time you might find me playing with our two French Brittany dogs, adventuring around Colorado, traveling, doing puzzles, or crafting some new project.
General Information |
Firm Start Year: | 2007 | |
No. of Employees: | 5-9 | |
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 22 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 |
Firm Information |
Assets Managed by Advisor: | $316,000,000.00 |
Compensation and Fees |
Fee Structure: | Fee-Based |
Minimum Portfolio Size for New Managed Accounts: | $500,000 |
Compensation Methods: | Flat Fee, Based on Assets, Hourly |
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 |
FAQs |
Do you have a customer satisfaction or refund policy?Not Applicable |
Why should I choose you as my financial advisor?We are a team of experienced, fee-based advisors with a fiduciary duty in advisory relationship to act in our clients best interests. We believe in a comprehensive, customized approach with each client family and go above and beyond the rest in our client education and communication. |
How do you charge for your services?Fee-based asset management and/or financial planning. |
What services do you provide? What are your specialties?Retirement planning, Investment Management, Financial Planning, Tax Planning, Estate Planning, Small Business Strategies, and Insurance - Annuities, Life, Disability, Short-Term & Longer-Term Care. |
What is your experience? How many clients do you currently manage?I have more than 21 years of financial advisory practice experience. We are a team of advisors, and together we serve about 250 households. |
Disclosures |
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