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Our Team

Leveraging Collective Knowledge Through Teamwork

In addition to having a client-centric mindset, the Evershore Financial Group team also shares an all-for-one teamwork attitude. You don’t have to worry about planning your finances on your own. Our team has your back, and our team members actively call upon and support each other to ensure you’re getting the best of what Evershore has to offer in your unique situation.

Steven Zborowski

Steven Zborowski

Senior Vice President, Wealth Management Advisor.

Erica Amber

Erica Amber

Director of Recruiting

Barbara Cortes

Barbara Cortes

Executive Assistant to Bob Barboni & Office Administrator

Erika Hilliard

Erika Hilliard

Executive Assistant to Daniel Zagata & Director of New Business Operations

Violet Salvietti

Violet Salvietti

Executive Assistant

Linda Ward

Linda Ward

Office Administrator

Greg Abdalla

Greg Abdalla, CEPA

Financial Advisor

Daniel Barboni

Daniel J. Barboni

Financial Advisor

Cole Brothen

Cole Brothen

Financial Advisor

William Elliott

William "Bill" Elliott

Financial Advisor

Sandi Engstrom

Sandi Engstrom

Financial Advisor

Jeffrey Finlayson

Jeffrey W. Finlayson

Financial Advisor

Jay Fischer

Jay B. Fischer

Financial Advisor

Timothy Haynes

Timothy W. Haynes, LUTCF, CLTC

Vice President, Financial Advisor

Monique Heinz

Monique Heinz

Financial Representative

Alexander Jermain

Alexander Jermain

Financial Advisor

Brian Muehlenbeck

Brian Muehlenbeck

Vice President, Financial Advisor

Jessika  Ochoa-Gengler

Jessika Ochoa-Gengler

Financial Advisor

R. Christian Rasband

R. Christian Rasband, CFP®

Senior Vice President, Field Director

Dana Richmond

Dana Richmond

Financial Advisor

Gloria Rosen

Gloria Rosen

Financial Representative

Will Sauers

Will Sauers

Financial Advisor

Brian Schwarz

Brian Schwarz, CFP®

Financial Advisor

 Jason S. Watach

Jason S. Watach, CFP®

Financial Advisor

 Sean Williams

Sean Williams

Financial Advisor

Mitch Borriello

Mitch Borriello

Executive Assistant to Gloria Rosen

Robin Correa

Robin Correa

Executive Assistant to Christian Rasband

Erica Kalkstein

Erica Kalkstein

Executive Assistant to Susan Weinblatt

Laura Ospina

Laura Ospina

Executive Assistant to Brian Muehlenbeck & Steven Zborowski

Lis Patterson

Lis Patterson

Executive Assistant to Monique Heinz

Laura Persons

Laura Persons

Executive Assistant to Gregory Abdalla & Timothy Haynes

Autumn Speed

Autumn Speed

Executive Assistant to Michael Speed

Bryn Wilkins

Bryn Wilkins

Executive Assistant to Jay Fischer

Tonia Jones

Executive Assistant to Brian Schwarz

Proven, High-Quality Services

Our suite of services supports solutions that focus on what’s best for her personal and financial well-being.

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A Tailored Approach

In working with you, we want your input. Together, we can determine what you want from a financial ecosystem, and offer superior strategies to help you get there.

Our Approach

Let’s Talk

If you’re interested in more information about how we can work with you to solidify your financial situation, contact us for a no-obligation appointment today.

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