09/04/2026
🇺🇸 Happy Labor Day Weekend from the Everwell Financial Team! 🇺🇸
We’re celebrating the hard work and dedication of the people that keep our communities and our country moving forward. Wishing you a happy, healthy, and relaxing holiday! 🇺🇸
Our office will be closed Monday, September 7, and will reopen Tuesday, September 8. For immediate assistance, contact Cambridge Investment Research at 800-777-6080. Thanks for allowing us to be part of your financial journey and have a wonderful weekend! 💙
09/03/2026
What does a relationship with Everwell Financial look like?
18 years.
3 different businesses.
And now… moving into the FOURTH. 🚀
We’re grateful to continue supporting our clients as they pursue their next chapter, future goals, and biggest dreams.
Because what we do is so much more than financial advising, it’s supporting, brainstorming, problem-solving, and helping turn goals into reality. 💙
08/27/2026
Practicing What I Preach…
A recent conversation helped in sharing that I don’t just talk about leveraging assets into real estate, I’ve done it myself. That experience gives me firsthand insight into how strategic financial planning can help you make the most of your assets and pursue your goals.
If you’re wondering whether leveraging your assets into real estate could make sense for you, let’s talk. I’d love to share what I’ve learned along the way at The Colony Inn Sanibel. 🏡💰 Link 🔗 below or call my office to schedule a discussion 239-288-7054.
https://calendly.com/everwellfinancial/consultation-appointment-zoom?month=2025-12
08/27/2026