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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


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


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

Director of Communications


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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Amy Roset

Client Associate


Amy joined our team in September 2021 as a Client Associate. She provides support with client account servicing needs and day-to-day office assistance. Amy has over 15 years of experience in customer relations and you can count on her...
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