A multi-generational wealth management firm that will grow alongside you for your family's lifetime.
LEADERSHIP TEAM
Tyler Hay
Chief Executive Officer, Partner
Michelle Watson, CFA, CAIA, CFP®
Partner and Executive Vice President,
Family Office
Jeff Eulberg, J.D., CFP®
Managing Director, Family Office, Partner
David Hay
Co-Chief Investment Officer, Founder Emeritus, Partner
Louis Gave
Partner
ADVISORS
ADVISORS
Sean Figueroa
Managing Director, Family Office, Partner
Jeff Otis
Senior Wealth Consultant, Partner
Heidi Jeromanovs, CFP®
Senior Financial Planner, Regional Director, Oregon
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Chris Dankworth
Managing Director, Family Office, Partner
Mark Nicoletti
Managing Director, Family Office, Partner
Steve Enos
Managing Director, Family Office, Partner
Katie Vercio, CFP®, CDFA
Senior Financial Planner
Quinn Sterling, CFP®
Wealth Consultant
Mike Wiesmann
Wealth Consultant, Partner
Rob Dainard, CFA
Wealth Consultant, Research Associate
Tygue Howland
Business Development
Kaeli Kaainoa
Wealth Consultant
INVESTMENT & OPERATIONS
Wyatt Hay
Chief Operating Officer, Partner
Jeff Dicks, CFA
Co-Chief Investment Officer
Partner
Helene Fehler
Director of Client Services, Partner
Tom Eulberg, CFP®
Operations and Client Service Specialist
Jeff Razore
Business Development Officer, Partner
Chuck Baird
Senior Investment Operations Associate
Monette de la Rosa
Senior Associate
Randy Wo-Eng
Head Trader
Gherman Howell
Senior Analyst
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Sydney Ford
Executive Assistant
Aleisha Hellinger
Marketing Assistant
Office Manager
Christina Rondepierre
Client Service Associate
Michael Johnston
Tech Contributor
Join Our Team
Are you interested in working as an adviser or service associate on our Private Wealth team? We are looking for dynamic, motivated professionals who would like to establish a long-term career in investment management, financial advice, and tax accounting. With offices along the West Coast, we are hiring in most of our locations for experienced individuals, eager to adapt to best serve clients in this rapidly evolving industry.
Senior Client Relations Manager (Tax)
Don't see an open position that's right for you? Send your resume to info@evergreengavekal.com
Meet The Team
Jon Doe
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Jane Doe
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James Doe
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