Our Core Values
Fiduciary
The client’s best interest is our foundational priority.
Faith
We believe God is the creator and sustainer of all things, granting us confidence to pursue an abundant life in Christ.
Family
Our clients are an extension of our personal family; as such, we deeply value each relationship.
Freedom
Past and present experiences with money can often create unnecessary bondage in clients’ lives. We help families determine how much is enough, achieving true financial freedom.
Financial Stewardship
We are called to manage our time, talents, treasures, and relationships for God’s glory.
Our Team
Shawn White
President & Wealth Advisor swhite@eversourcewa.com
Shawn has worked in financial services since 2003 and brings a background in finance, investment services, and comprehensive financial planning to his work with clients. He is passionate about helping people navigate their financial lives while building meaningful relationships centered on service.
Client Associates
Anna Barr
Client Associate
abarr@eversourcewa.com
Rachel Toler
Client Associate
rtoler@eversourcewa.com
EverSource Investment Committee
Mark Wesson, CFP®, CKA®
Chief Executive Officer
EverSource Wealth Advisors
Daniel Phillips CFA®, CFP®
Chief Investment Officer
EverSource Wealth Advisors
Glenn Waddell
General Counsel
EverSource Wealth Advisors
Our Investment Partners
EverSource partners with the largest asset managers in the world and leverages their economic and capital markets insights in the portfolio management process. Our asset management partners include Vanguard, Dimensional Fund Advisors, Blackstone, JP Morgan, and others.
