Your EverOak advisory team is deeply rooted in expertise and committed to your financial wellbeing.
We’d like to say that our financial and lifestyle philosophies are one and the same: be honest, keep it simple, and stay focused on what’s most important.
Joel Malick, a Partner with EverOak Wealth Co. in Colorado Springs, CO, joined the financial services industry in 2001. The most enjoyable part of his...
Spending most of her career in the finance world, Crista has enjoyed her roles in payroll, health benefits, retirement plan services, and, in recent...
Jeff grew up in Colorado Springs and graduated from the United States Military Academy at West Point, NY with an Economics degree. He was commissioned...
Randy majored in Business Administration at Colorado Christian University, later becoming a CERTIFIED FINANCIAL PLANNER™ through Boston University. He...
Tim has spent his entire career within the world of investment management and financial planning, since graduating Magna Cum Laude from The Ohio State...
