EverNest Expands Portfolio Management Team

EverNest Financial Advisors is pleased to announce the addition of Kevin Stillman in a newly created Portfolio Manager role. Previously, Stillman was a Trading Team Lead at Orion Advisor Technology, an Omaha, Nebraska-based leader in state-of-the-art investment software for Registered Investment Advisors (RIAs).

“I’m aware of literally no one more skilled at harnessing modern tools to implement customized client portfolios effectively,” said Frank Esposito, CFA, managing partner. “I see Kevin as an ideal complement to my own investment work and that of our full team. Beyond rounding out EverNest, Kevin is a great fit culturally. He brings a deep sense of ownership to everything he does.”

In this new role, Stillman will assist in implementing client investment portfolios and direct use of the technology that undergirds EverNest’s tailored approach. At Orion, Stillman built his expertise in tax-intelligent portfolio modeling through hands-on work with hundreds of leading RIAs nationwide.

Stillman is an Iowa native who grew up on a Century Farm. He and his wife will continue to live in the Omaha area, where he frequents the airport as a licensed private pilot.

Stillman can be reached at (317) 556-6801 or kstillman@evernestfa.com.

About EverNest Financial Advisors

Based in Indianapolis, EverNest Financial Advisors provides comprehensive financial planning and investment advisory services to individuals, families and non-profits. Learn more at https://evernestfa.com.