The Ideal Team
President AND FOUNDER
Chris is the visionary leader for the company's strategy, financial planning operations, and business units. She is an important resource for families looking to create a personal wealth, retirement and/or college solution. Chris has been helping clients with money decisions for over 25 years, and absolutely loves her work. Her career began in 1988 with a large financial services firm, and shifted when she realized the many limitations of being a single line financial advisor. EWS is now a leading firm on a fiduciary platform insisting that everything we do is in your best interest. Period. Read Chris Everett's founder story.
Martha A. Wade
Director of Business Development
With over 14 years of combined experience in Business and Litigation Consulting, Financial Services, Operations Management, Marketing, and Creative Direction, Martha's broad experience provides quality control in marketing and operations at Everett Wealth Solutions to ensure the business runs smoothly. As Director of Business Development, Martha is responsible for developing and implementing a comprehensive internal and external marketing plans. She upholds the mission and values of Everett Wealth Solutions, Inc by performing at the highest standards for clients and internally for the company.
Katherine is a former consulting actuary with broad experience in employer sponsored benefit programs across Health and Welfare, Defined Contribution and Defined Benefit plans.
As a paraplanner at Everett Wealth Solutions, she leverages her past experience in funding benefit plans to help the families that come to EWS. She works closely with Chris to organize and review insurance, investment, and planning documents.
As Operations and Administration manager at Everett Wealth Solutions, Inc., Carol handles client application processing, workshop planning, and client service. She makes sure everything is run at the highest standard of excellence.
Carol has been with EWS for over 8 years. She believes that there is something new to learn every day which makes the job interesting and challenging at the same time.
Robert Mondo - MBA, JD
Attorney, Wills & Trusts
Bob Mondo, MBA, JD, is an attorney based in Illinois. He advises clients on complex federal statutes and regulations with a current focus on wills and trusts.
Prior to starting his own practice, Bob was a group employee benefits producer and benefits wholesaler for various national health insurance carriers as well as operating his family owned insurance businesses. Bob graduated from Illinois Institiute of Technology – Chicago Kent College of Law with High Honors. He also graduated from Lewis University with a Masters of Business Administration in Finance achieving Magna Cum Laude.
JODI ERAMOS - CPA, CCPRS
College Planning Relief Specialist
Jodi excels as the College Planning Relief Specialist to ensure our college planning clients take advantage of the benefits of the tax code. EWS draws on the college planning and tax expertise of Jodi through our partnership with College Planning Relief.