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leadership associates
 
 
scott everhart
Scott Everhart, President and CEO
CFP®, AIF®
Scott Everhart is the President and founding firm member of Everhart. Scott has specialized in the retirement plan market since entering the financial planning field in 1991. He has extensive experience in the retirement plan advisory area, including plan design, investment selection, participant education, cost control, and fiduciary liability protection. Scott is a nationally recognized expert on the topic of fee transparency and revenue sharing... > MORE
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jeff wilkins
Jeffrey M. Wilkins, Chairman
Jeffrey Wilkins currently serves as the Chairman for the board of directors for Everhart. Since 2001, Mr. Wilkins has served as managing partner of Wilkins Associates, a privately held investment management firm, which provides strategic management consulting services and advises on mergers and acquisitions for growth-oriented companies... > MORE
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matthew romeo
Matthew J. Romeo, Partner
AIF®
Matthew Romeo is a partner and registered representative of Everhart, joining the firm in 1999. As part of our dedicated retirement plan service team, Matt serves as the On-Site Participant Services Coordinator. Matt personally leads all participant education, including enrollment meetings, and one-on-one planning visits... > MORE
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brian hanna
Brian J. Hanna, Senior Relationship Manager
AIF®
Brian Hanna is the senior relationship manager for Everhart. Mr. Hanna joined the firm in 1997, serving in a multitude of capacities since. His focus is on monitoring and increasing retirement plan service levels, acting as an ongoing intermediary between plan sponsors and their respective vendor platforms. Brian has received formal training in investment fiduciary responsibility and due diligence... > MORE
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steve murlin
Steve Murlin, Senior Retirement Plan Consultant
CRPS®
Steve Murlin is a Senior Retirement Plan Consultant and Senior Client Relationship Manager for Everhart. Steve has more than 25 years of experience in the employer sponsored retirement plan industry, including investment fiduciary services and participant advisory services, along with plan design, administration, and legal/technical aspects... > MORE
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frank ciotola
Frank Ciotola, Investment Consultant and Retirement Plan Specialist
AIF®
Frank joined Everhart in 2003 as an independent financial planner and investment advisor. He graduated from The Ohio State University in 1985 with a degree in Finance. After working with National City Bank he ran a family business where he also became an active advocate for independent businesses... > MORE
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david resch
F. David Resch, JD
F. David Resch is a partner of Resch and Root, LLC. His law practice is limited to the areas of estate planning, charitable gift planning, business planning, and real estate law... > MORE
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administrative staff
 
ian schmidt
Ian Schmidt
Client Services
kristen gray
Kristen Gray
Client Relations
nancy hanna
Nancy Hanna
Series
 
   
everhart location
Everhart
5890 Venture Drive, Suite D
Dublin, Ohio 43017
Phone: (614) 717-9705
Toll Free: (800) 337-3353
> Contact Info/Map
about the company
Read about the company and the individuals that allow Everhart to deliver world-class expertise and services you can count on.
> Who We Are & What We Do
services
> Retirement Plan Advisory
> Wealth Advisory
   
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Everhart Financial Group, Inc. offers securities through Cambridge Investment Research, Inc., a Registered Broker/Dealer, Member FINRA and SIPC. Cambridge Investment Research, Inc. and Everhart Financial Group, Inc. are not affiliated. Advisory services are offered through EFG, Inc., a Registered Investment Advisor.

Investment products and services available only to the residents of:
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Insurance products and services available only to the residents of:
Michigan and Ohio.