Evertern Wealth, LLC

Jason Stephens is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Evertern Wealth, LLC. His prior roles include nearly two decades at UBS Financial Services and earlier positions at Morgan Stanley. Stephens is active in community and charitable organizations, including serving on the board of SWFL Children Charity and participating as a boat captain for Naples Take A Soldier Fishing. Evertern Wealth primarily advises high-net-worth individuals, business owners, senior executives, and families, offering portfolio management, comprehensive financial planning, and wealth advisory services. The firm focuses on tax-aware strategies, concentrated stock management, and intergenerational estate coordination, utilizing a range of investment approaches including direct securities, ETFs, and alternative investments.

Michael Heiser is a CFA® charterholder with nine years of industry experience. He is currently with Evertern Wealth, LLC, where he has worked since 2026. Prior to that, he was employed at UBS Financial Services, Inc. for nine years and at Cortland Capital Market Services, LLC for one year. Outside of his advisory role, Heiser has a passive equity investment in a brewery and is authorized to manage Heiser Capital, LLC. Evertern Wealth primarily serves high-net-worth individuals, families, business owners, and other sophisticated clients, offering portfolio management, financial planning, and wealth advisory services. The firm focuses on tax-aware planning, concentrated stock management, and intergenerational estate coordination, often for clients experiencing complex financial transitions.

Brett Schumbacker is a financial advisor with Evertern Wealth, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at UBS Financial Services Inc. for eight years and has held positions in consulting and athletics administration. Brett is based in Sarasota, FL. Evertern Wealth primarily serves high-net-worth individuals, families, business owners, and other sophisticated clients, providing portfolio management, financial planning, and family wealth advisory services. The firm emphasizes long-term portfolio management integrated with tax-aware planning and estate coordination, often addressing complex financial transitions.

Michael Lundon is a financial advisor with Evertern Wealth, LLC in Naples, FL, holding Series 63 and Series 65 designations and offering 28 years of industry experience. He previously worked at UBS Financial Services for 27 years before joining Evertern Wealth and Purshe Kaplan Sterling Investments in 2026. Lundon is also a partner in Nittany Blue Cat Investment Group LLC, a private investment partnership. Evertern Wealth advises high-net-worth individuals, families, business owners, and other sophisticated clients, providing portfolio management, financial planning, and wealth advisory services. The firm focuses on tax-aware planning, concentrated stock management, and intergenerational estate coordination, often working with clients facing liquidity events or complex financial transitions.

Tyler Stephens is a financial advisor at Evertern Wealth, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Global Wealth Management and UBS Financial Services Inc. He also has a background at Sherwin Williams Company and Elon University. Evertern Wealth primarily serves high-net-worth individuals, families, business owners, and other sophisticated clients, focusing on long-term portfolio management integrated with tax-aware planning, concentrated stock management, and intergenerational estate coordination. The firm offers comprehensive financial planning and utilizes a range of investment strategies, including direct securities, ETFs, mutual funds, third-party managers, and private investments for qualified clients.