Broker Check

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

626-529-2362

deversfield@arrowheadwealthadvisors.com

Dave Eversfield is a Wealth Manager with Arrowhead Wealth Advisors with a specialized expertise in helping pre-retirees plan for a comfortable retirement. He provides his clients with a retirement roadmap that gives his clients the...
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W. Allan Huber

Wealth Manager

626-529-2350

ahuber@arrowheadwealthadvisors.com

Allan Huber is a wealth manager at Arrowhead Wealth Advisors, an independent wealth management firm dedicated to using a holistic, client-centered approach to help pre-retirees manage risk and grow and secure their savings. Allan...

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Theresa Eversfield

Operation Manager

626-714-0077

teversfield@arrowheadwealthadvisors.com

Theresa joined our team in January 2020 as the Director of Communications. She coordinates public events and oversees both external and internal messaging. Theresa has over 30 years of experience in Client Relations and enjoys...

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Carolyn Wyatt

Wealth Manager

949-877-7180

949-877-7180

cwyatt@arrowheadwealthadvisors.com

As an Arrowhead Wealth Advisor, I am dedicated to serving my clients and the community.  I believe my clients come first and work to help protect their financial success.  With many years of experience in the securities...

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Nieke Ritonga

Executive Assistant

626 529-2365

nritonga@arrowheadwealthadvisors.com

Nieke has over 16 years of experience in the financial services industry and is very blessed to join the team to serve as Executive Assistant. Prior to working in the financial industry, Nieke worked in Jakarta...

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Melissa Lascano

Executive Assistant

818-330-6475

mlascano@arrowheadwealthadvisors.com

Mia Lascano, Pat's Executive Assistant, also worked as John Egan’s (Patrick’s deceased brother) office manager ten years ago.  Mia's educational background is in journalism. She was a news reporter in the Philippines...

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Patrick Egan

Wealth Manager

818-248-2999

pegan@arrowheadwealthadvisors.com

Patrick is a Wealth Manager with Arrowhead Wealth Advisors. He uses his twenty-five years of experience to plan and prepare for your sound retirement.Patrick is married with two beautiful daughters. His interests include spending time...
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