Evergreen Private Wealth

Dustin Schick is a CFP® with eight years of industry experience currently serving at Evergreen Private Wealth. His prior roles include positions at Independent Financial Partners and Fidelity Brokerage Services LLC, as well as experience as an independent advisor. He previously worked at Air Methods Corporation before entering the financial services industry. Evergreen Private Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes multi-decade and transgenerational investment strategies, utilizing a range of analysis methods and investment vehicles under discretionary authority.

Jodie Wilson is a financial advisor at Evergreen Private Wealth with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Evergreen, she worked at Charles Schwab and has been involved with Think 360 Arts for Learning since 2020. Evergreen Private Wealth serves individual and high-net-worth clients, charitable organizations, and business entities, providing discretionary portfolio management and comprehensive financial planning. The firm focuses on multi-decade investment objectives with tailored portfolios and employs a variety of analytical methods and investment vehicles, managing approximately $265 million in discretionary assets across a four-advisor team.

Scott Preston is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at Evergreen Private Wealth. His prior roles include positions at Independent Financial Partners, Global Retirement Partners, LPL Financial, and Fidelity. Outside of his advisory work, Preston is actively involved in coaching mountain biking teams and volunteering with the Utah NICA League and Wasatch High School’s mountain bike program. Evergreen Private Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by offering discretionary portfolio management and comprehensive financial planning. The firm constructs multi-decade investment portfolios emphasizing equities and fixed income, utilizing a mix of fundamental, technical, and quantitative analysis and managing approximately $265 million in discretionary assets.

Steven Bowes is a CFP® professional with 12 years of experience in financial advising. He is currently with Evergreen Private Wealth and has worked previously at Independent Financial Partners, Global Retirement Partners, LPL Financial, and Merrill. Outside of his advisory work, he owns and manages a residential rental property through a property manager. Evergreen Private Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and comprehensive financial planning. The firm constructs portfolios for long-term objectives using equities, fixed income, and a variety of investment strategies, operating a wrap fee program with a focus on fiduciary responsibility.