Tucson, AZ Office
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Everest Financial Group
Team
Firm-wide stats for Everest Financial Group
About
Everest Financial Group provides investment management, financial planning, and selection-of-other-advisers services to individual clients, including high‑net‑worth individuals. The firm reports approximately $1.00 billion in assets under management across roughly 1,940 client relationships served by 13 advisors.
EFG typically manages client portfolios on a discretionary basis within a broader wealth-management framework, using a mix of analytical approaches (including fundamental, technical, charting, and Modern Portfolio Theory) and, when appropriate, delegating portions of management to third‑party managers. Client accounts are custodied at Charles Schwab, reviewed at least annually, and financial planning services are offered in both modular/project formats and ongoing 12‑month review engagements.
Compared with many multi‑team peers, the firm operates with a higher number of clients per advisor and a relatively large AUM per advisor, a structural feature that may influence service delivery and contact frequency. Advisors are also registered representatives of Osaic Wealth and licensed insurance agents (creating disclosed conflicts of interest related to commissionable products), and the brochure highlights use of less common offerings and tools — including AI‑assisted meeting recording/transcription, guidance on securities‑backed lines of credit, and direct indexing strategies.
Based on Everest Financial Group
Location
Tucson AZ
Advisors at this office
2
Advisors at this office
King K
Series 63
Tucson, AZ
Everest Financial Group
King Kearns is a financial advisor at Everest Financial Group with 34 years of industry experience. He holds a Series 63 designation and has worked at Everest Financial Group since 2005, also spending time at Securities America, Inc. Kearns owns an insurance agency that services life and long-term care insurance and annuities. Everest Financial Group serves a diverse individual client base, including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and investment management using a range of analytical techniques and model asset allocation programs.
Connie V
Series 63, Series 66
Tucson, AZ
Everest Financial Group
Connie Van Ornum is a financial advisor with Everest Financial Group, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She has worked at Everest Financial Group since 2014 and at Securities America Inc. from 2014 to 2024. Van Ornum also serves as a successor co-trustee for her family’s trust, sharing fiduciary responsibilities with her stepsister and parents. Everest Financial Group provides investment management, financial planning, and selection-of-other-advisers services primarily to individual and high-net-worth clients. The firm manages assets on a discretionary basis using varied analytical approaches and delegating to third-party managers when appropriate, serving nearly 1,940 client relationships with approximately $1 billion in assets under management.
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