EVER GREEN WEALTH MANAGEMENT - Key Persons
With her experience in both marketing and sales, Danielle (Dani) assists in creative aspects and growing the firm's client base. At Ever Green, we are always looking to connect with more families and local businesses!
Outside of her time with Ever Green Wealth Management, Dani works in the PBM industry. In her spare time, she enjoys spending time with her family and their dogs in the Thousand Islands, reading, and searching for the perfect cups of coffee.
Job Titles:
- Founder, Principal Wealth Manager, CCO
David founded Ever Green Wealth Management in May of 2018 with the intentions of building a financial practice that always acts in your best interest. His promise to his clients is "your interests will always take precedence over ours." He has over 32 years of experience helping families, individuals, and business owners make difficult decisions that affect their long-term goals and happiness. He started early and gained valuable experience in real estate and home building that taught him how to really listen to the client's needs and goals in order to foster the results that mattered to them. For over a decad e and a half, he managed a local office for an international investment firm where he saw a better way to take care of the client's needs without conflict of interest, more options, and better tools to do it with. He felt impelled to create a firm where he could do just that.
David has served on local planning boards, town councils, local Chamber of Commerce boards, and various clubs including Rotary, Kiwanis, and Lions. He passed his series 7 and 66 exams, as well as acquired his AAMS (Accredited Asset Management Specialist) designation.
In his spare time, David enjoys spending time with his wife, Nancy and their two children, Danielle and Ryan. In the summer, they spend as much time as possible boating around the Thousand Islands and through Canada. He loves spending fall in the woods at their home in Bristol, NY where he also collects maple syrup in the spring season.
At the end of the day, what helps David sleep well is knowing he has used fundamentals, technology, and a solid process to take great care of his clients' goals for retiring, sending children to college, taking care of loved ones, and protecting the family business.
Jenny is the first person you will be greeted by when you come into the office. She has a warm and welcoming personality and is always willing to help our clients feel as if they are part of our Ever Green family.
With over 30 years of experience in various roles as a Waitress, Barista, Customer Service, Sr. Administrative Assistant, Office Manager, Horse Farm Manager, Interior Designer, Personal Organizer, and the bulk as a Network Cost Analyst, Jenny brings a diverse set of skills to our team. Since joining the firm, she has used her skillset in a variety of roles in the office such as keeping our schedules running smoothly, helping answer clients' questions, and a plethora of operational tasks. She has stated "I feel like I am where I have been meant to be for a long time here at Ever Green Wealth Management."
Jenny is organized and knowledgeable assuring that you are in good hands. Her flair for interior design will help you feel comfortable and welcome when you walk in our doors. She is dedicated to making sure you have everything you need.
Personal
In Jenny's spare time, she has a small horse farm which starts her day at 5:00 AM to care for her horses, dogs, and cats (she is an extreme animal lover). Jenny enjoys barrel racing, trail riding, and any other horse adventures she can find. She likes things that sparkle and she can also be found blinging her horse tack for extra flair. On hot days in the summer, Jenny can be found on her boat enjoying lake life.
Date nights and vacations with her husband, Jeff, are a priority in Jenny's life. She not only organizes client events at Ever Green Wealth Mangement, but she enjoys hosting family events at their home which was designed to bring family together with a warm, welcoming feel. Happiness can be found with balance in all areas of life and Jenny seems to have that figured out.