Dustin Schick is a CFP® with eight years of industry experience, currently serving as an advisor at Evergreen Private Wealth. His prior roles include positions at Independent Financial Partners, Fidelity Brokerage Services LLC, and Air Methods Corporation. Evergreen Private Wealth serves individuals, high-net-worth households, and select charitable and business clients by providing comprehensive written financial planning and discretionary portfolio management. The firm constructs tailored portfolios for long-term objectives using a mix of fundamental, technical, and quantitative analysis, and offers a wrap-fee program that combines brokerage and third-party manager costs.

Jodie Wilson is a financial advisor at Evergreen Private Wealth with one year of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. Outside of her advisory role, she has been involved with Think 360 Arts for Learning since 2020. Evergreen Private Wealth serves individuals, high-net-worth households, and select charitable and business clients, offering comprehensive financial planning and discretionary portfolio management. The firm constructs tailored, long-term portfolios using a combination of fundamental, technical, and quantitative analysis, and operates a wrap-fee program that integrates brokerage and third-party manager costs.

Scott Preston is a CFP® professional with 18 years of experience in the financial industry. He currently serves as an advisor at Evergreen Private Wealth and has previously worked with firms including Fidelity Investments, Global Retirement Partners, and Independent Financial Partners. Outside of his advisory role, Scott is actively involved in coaching mountain biking, serving as a head coach for the SOHO Junior Development Team and the Wasatch High School Mountain Bike Team, as well as holding a volunteer board position with the Utah NICA League. Evergreen Private Wealth offers discretionary portfolio management and comprehensive financial planning to individuals, charitable organizations, and business entities. The firm’s investment approach integrates tailored asset allocation with model-driven recommendations and manages accounts exclusively through its wrap fee program using a specific institutional custodian.

Steven Bowes is a CFP® professional with 12 years of experience in financial advising. He is currently with Evergreen Private Wealth and has previously worked at firms including Merrill, LPL Financial, and Global Retirement Partners. Outside of advising, Bowes has ownership in a rental property managed by a third party. Evergreen Private Wealth serves individuals, charitable organizations, and business entities, offering discretionary portfolio management and comprehensive financial planning. The firm employs a model-driven investment approach focused on long-term objectives and operates exclusively through a wrap fee program with a designated institutional custodian.