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Our Team

How We Work

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Dave Eversfield

Wealth Manager


23 years of experience in applying a holistic approach to planning, incorporating needs, risk, time and fear threshold to understand the entire financial picture.

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Marilyn Salvador

Client Associate

Assists team and clients with support and problem solving.

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W. Allan Huber

Wealth Manager

15 years of experience with a strong fixed income background and utilization of alternative stock strategies to help create income and growth.

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