Evertern Wealth, LLC

Jason Stephens is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Evertern Wealth, LLC and was previously with UBS Financial Services for 19 years. Stephens serves on the board of a children’s charity and is involved in local nonprofit activities, including supporting military veterans through a fishing program and coordinating events for the American Heart Association. Evertern Wealth, LLC provides discretionary investment management and family wealth advisory services primarily for high-net-worth individuals, families, and business owners. The firm employs a fiduciary, integrated approach combining portfolio management with tax planning, estate coordination, and strategic lending guidance, utilizing a range of securities, third-party managers, and alternative investments.

Michael Heiser is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He is currently with Evertern Wealth, LLC, where he has worked since 2026. Prior to joining Evertern, he was with UBS Financial Services, Inc. for nine years and Cortland Capital Market Services, LLC for one year. Outside of his advisory role, Heiser is involved with Heiser Capital, LLC, where he manages a passive equity investment in a brewery. Evertern Wealth, LLC offers discretionary investment management, financial planning, and family wealth advisory services primarily for high-net-worth individuals, families, and related entities. The firm employs a fiduciary, integrated approach that includes tax-aware planning, estate coordination, and strategic lending guidance, utilizing a range of investment vehicles and third-party resources.

Brett Schumbacker is a financial advisor at Evertern Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for eight years. His background also includes roles at Fortified Funding, the Florida State University Athletic Department, and Evans Economic Consulting. Evertern Wealth, LLC offers discretionary investment management, financial planning, and family wealth advisory services primarily to high-net-worth individuals, families, and closely held entities. The firm employs a fiduciary, integrated approach that includes tax-aware planning, estate coordination, and strategic lending guidance, utilizing a range of investment strategies and tools.

Michael Lundon is a financial advisor at Evertern Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 27 years before joining Evertern Wealth. Lundon is a partner in Nittany Blue Cat Investment Group LLC, where he collaborates with other partners to select private investments. Evertern Wealth provides discretionary investment management, financial planning, and family wealth advisory services to high-net-worth individuals, families, business owners, and other complex clients. The firm combines portfolio management with tax-aware planning and estate coordination, utilizing a range of investment strategies including direct securities, third-party managers, and alternative investments.

Tyler Stephens is a financial advisor at Evertern Wealth, LLC in Naples, FL, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at UBS Global Wealth Management and UBS Financial Services Inc. before joining Evertern Wealth. Prior to his financial career, he spent time at Sherwin Williams Company and studied at Elon University. Evertern Wealth, LLC provides discretionary investment management, financial planning, and family wealth advisory services to high-net-worth individuals and families, business owners, and multi-generational entities. The firm uses a fiduciary, integrated approach that includes tax-aware planning, estate coordination, and strategic lending, employing a range of investment strategies from direct securities to alternative assets.