Alexander S. Pasquale, President
Investment Adviser Representative, Independent Agent
[email protected]
Managing Partner of Everest Consultants, LLC. Al provides investment advice and product recommendations to individual, business, and ERISA clients. He recommends and sells life insurance and fixed annuity products.
Anita P. Lombardi, Member, AIF®, Chief Compliance Officer
Investment Adviser Representative, Independent Agent
[email protected]
Minority owner of Everest Consultants, LLC. Anita provides investment advice and products to individual, business and ERISA clients. She manages the firm’s compliance program and recommends and sells life insurance and fixed annuity products.
Nathaniel Gavitt, Member, AIF®, C(k)P®
Investment Adviser Representative Independent Agent
[email protected]
Minority owner of Everest Consultants, LLC. Nate provides investment advisory services to individuals, business, specializing in ERISA clientele. He recommends and sells life insurance and fixed annuity products.
Lisa Devereaux
Operations Manager
[email protected]
Operation and back office support focuses on systems and services for wealth management clientele.
Margaret Farrell
Office Manager
[email protected]
Internal office administrator for Everest Consultants, LLC
