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 retirees, pre-retirees and families looking to create a personal wealth solution. Chris has been helping clients with money decisions for 30 years, and absolutely loves her work. 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 Message.
As the Office Manager aka Love Doctor at Everett Wealth Solutions, Inc., Carol makes sure everything is run at the highest standard of excellence.
Carol has been with EWS for over 10 years. She believes that there is something new to learn every day which makes the job interesting and challenging at the same time.
insurance and investment processor
Paul keeps the ball moving and makes sure everything is done right. He has a medical background and is very good at keeping you informed.
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.