Evergreen Private Wealth

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 17 years of experience in financial advising. He is currently with Evergreen Private Wealth, where he has worked since 2022. His prior experience includes roles at Independent Financial Partners, Global Retirement Partners, LPL Financial, and Fidelity Investments. Outside of his advisory work, Preston is actively involved in mountain biking as a coach for the SOHO Junior Development Team, a volunteer head coach for Wasatch High School’s mountain bike team, and serves as a board member and coach representative for the Utah NICA League. Evergreen Private Wealth serves individuals, high-net-worth households, and select charitable and business clients by providing comprehensive financial planning and discretionary portfolio management. The firm constructs tailored portfolios for long-term objectives using fundamental, technical, and quantitative analysis, and employs a range of investment instruments while managing approximately $221 million in assets.

Steven Bowes is a CFP® with 12 years of industry experience, currently serving as an advisor at Evergreen Private Wealth. His prior experience includes roles at Independent Financial Partners, Global Retirement Partners, LPL Financial, Bank of America, and Merrill. Outside of his advisory work, he owns a rental property managed by a third party. Evergreen Private Wealth serves individuals, high-net-worth households, and select charitable and business clients, providing comprehensive financial planning and discretionary portfolio management. The firm constructs tailored long-term portfolios using a combination of fundamental, technical, and quantitative analysis, and offers a wrap-fee program that integrates brokerage and third-party manager costs.