Our Team

Your EverOak advisory team is deeply rooted in expertise and committed to your financial wellbeing.

We’d like to say that our financial and lifestyle philosophies are one and the same: be honest, keep it simple, and stay focused on what’s most important.

Shane Barr

Retirement Plan Operations

719-239-3880

Shane Barr has over 20 years of experience in the industry, focusing on employer-sponsored retirement plans. His positive outlook and analytical...

Jim Fredrick AIF®, CLU, ChFC

Partner

719-300-6710

jim@everoakwealth.com

With over 35 years of industry experience, Jim is passionate about listening to his clients and providing them with sound direction along the...

Gina Garcia-Shaw

Client Services Associate

719-300-6701

gina@everoakwealth.com

As a native of Colorado Springs, Gina has more than 30 years of industry experience. Her professional journey began in banking, which paved the way...

Alex Lippert CFA

Partner

719-300-6707

alex@everoakwealth.com

Alex finds personal satisfaction in seeing the granular, analytical side of portfolio management and planning transform from the numerical and...

Matt Macha CFP®, CRPC®

Financial Advisor

719-501-0112

matt@everoakwealth.com

Matt grew up in Topeka, Kansas, and attended college at Kansas State University; where he majored in Finance. He started his career in financial...

Joel Malick

Partner

719-300-6706

joel@everoakwealth.com

Joel Malick, a Partner with EverOak Wealth Co. in Colorado Springs, CO, joined the financial services industry in 2001. The most enjoyable part of his...

Vicky Mengfei Li

Paraplanner Associate

719-300-6702

vicky@everoakwealth.com

Vicky grew up in China and attended the University of Macau, where she majored in Investment Management. She later earned her master’s degree in...

Christina Montoya

Client Services Associate

719-300-6704

christina@everoakwealth.com

Christina is a native of Colorado Springs and graduated with a psychology degree from Western State University. She has a diverse career from...

Crista Murray

Client Services Associate

719-300-6282

crista@everoakwealth.com

Spending most of her career in the finance world, Crista has enjoyed her roles in payroll, health benefits, retirement plan services, and, in recent...

Kelly Robertson

Director of Compliance

719-300-6703

kelly@everoakwealth.com

Kelly grew up in Cheyenne, Wyoming, and graduated with a Bachelor of Arts degree in Elementary Education from the University of Wyoming. Her...

Joshua D. Schneider CRPC®

Director of Retirement Plans

719-900-3391

josh@everoakwealth.com

Josh Schneider has taken pride in working with employer-sponsored retirement plans since 2005. His optimistic attitude and drive towards successful...

Jeff St. Gelais CFP®

Director of Financial Planning

719-501-0111

jeff@everoakwealth.com

Jeff grew up in Colorado Springs and graduated from the United States Military Academy at West Point, NY with an Economics degree. He was commissioned...

Randy Ward CFP®, CExP™

Partner

719-300-6709

randy@everoakwealth.com

Randy majored in Business Administration at Colorado Christian University, later becoming a CERTIFIED FINANCIAL PLANNER™ through Boston University. He...

Tim Watson AIF®, CFP®

Partner

719-300-6708

tim@everoakwealth.com

Tim has spent his entire career within the world of investment management and financial planning, since graduating Magna Cum Laude from The Ohio State...