ARROWHEAD WEALTH ADVISORS - Key Persons
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 industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
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 peace of mind that they need. Dave takes an integrated and holistic view so that clients can see the progress they are making towards reaching their financial goals. He works closely with families in providing continuity for passing along family values to the next generation through multigenerational planning. Dave hold his Bachelor's Degree in Business Administration from California State University of Los Angeles and also a Certified Wealth Specialist CWS. For fun Dave enjoys hiking, camping the great outdoors.
Job Titles:
- Pat 's Executive Assistant
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 before moving to the US. She is passionate about helping stray and abandoned dogs find their forever homes and is a volunteer foster for rescue organizations. She loves traveling and watching concerts, basketball, and football games with her husband and their two daughters. Mia is a devoted fan of the USC Trojans and Michigan Wolverines (her daughters' schools). Fight On and Go Blue!
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...
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 with his family and encouraging his daughters' high school dance team.
He is a graduate of the University of California Los Angeles with a B.A. in Business-Economics.
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 providing clients with quality service and attending to their various needs. Theresa earned her Bachelor of Arts degree in Accounting.
Outside of the office, Theresa enjoys hiking and the great outdoors. Theresa enjoys spending time with her spouse and four children - Mario, Alexis, Ethan and Braden - and granddaughter, Avery. She also is mom to her fur baby Roczen.
Theresa lives by the sentiment that when we give cheerfully and accept gratefully, everyone is blessed.
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 specializes in serving small business owners and retirees, using his 23+ years of experience to help them create income and growth. Allan has a bachelor's degree in business administration and management from California State University, Los Angeles, and holds the Certified Wealth Strategist® (CWS®) designation. In his free time, you can find Allan gardening or investing his time with the Rotary Club.