Advisors at this firm
Hunter B
Series 65
Tulsa, OK
EverPar Advisors LLC
Hunter Breedlove is a financial advisor at EverPar Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at BOK Financial and Hawkins Financial LLC. EverPar Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $488.5 million in assets and employs a long-term, portfolio-driven investment approach using diversified mutual funds, ETFs, and selective individual securities.
Kenneth P
CFP®, Series 63, Series 66
Tulsa, OK
EverPar Advisors LLC
Kenneth Petrashek is a CFP® with 13 years of industry experience, currently serving as a financial advisor at EverPar Advisors LLC. His prior experience includes roles at J.P. Morgan Securities LLC, Hightower Advisors, LLC, Frontier Investment Management Co, and TIAA-CREF Individual & Institutional Services, LLC. Outside of finance, he serves as a part-time Major with the Noble County Sheriff's Office and is an adjunct instructor at Oklahoma State University, teaching in both the College of Education and the Spears School of Business. EverPar Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using diversified mutual funds and ETFs, with flexibility for individual securities and shorter-term trading, and manages approximately $488.5 million in assets.
Michael C
CFA®, Series 63
Tulsa, OK
EverPar Advisors LLC
Michael Christian is a CFA® charterholder with 13 years of industry experience. He currently serves at EverPar Advisors LLC and previously worked for Morgan Stanley and its affiliated private banks from 2014 to 2023. Outside of his advisory role, he is a board member and secretary of the Booker T. Washington Foundation for Excellence in Tulsa, where he helps oversee fund management and committee coordination. EverPar Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using diversified mutual funds and ETFs, with flexibility for individual securities and shorter-term trades, and it maintains institutional relationships that support its operational capabilities.
Bridgette H
Series 63, Series 65
Tulsa, OK
EverPar Advisors LLC
Bridgette Hodge is a financial advisor with EverPar Advisors LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked for Morgan Stanley Smith Barney LLC for 12 years before joining EverPar Advisors in 2023. EverPar Advisors is a team-based firm managing approximately $488.5 million in assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach that incorporates diversified mutual funds, ETFs, and individual securities, along with ongoing financial planning and monitoring services.
Courtney H
CFP®, Series 66
Tulsa, OK
EverPar Advisors LLC
Courtney Hoffman is a CFP® and holds a Series 66 license with eight years of industry experience. She currently works at EverPar Advisors LLC and previously held roles at Raymond James & Associates, MD MedTech LLC, and Wetsco, Inc. Outside of her advisory work, Hoffman serves as Chief Financial Officer for both Cinco Holdings, LLC and Dyman, LLC. EverPar Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using diversified mutual funds, ETFs, and individual securities while offering ongoing monitoring and financial planning.
Timothy K
Series 66
Tulsa, OK
EverPar Advisors LLC
Timothy Koski is a financial advisor at EverPar Advisors LLC with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. EverPar Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $488.5 million in assets and employs a long-term, portfolio-driven investment approach using diversified mutual funds, ETFs, and individual securities with ongoing monitoring and financial planning.
Craig S
Series 63, Series 66
Tulsa, OK
EverPar Advisors LLC
Craig Silberg is a financial advisor at EverPar Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. Silberg is also a licensed insurance agent involved in insurance sales and implementing insurance recommendations. EverPar Advisors provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $488.5 million in assets and employs a primarily long-term, portfolio-driven investment approach using diversified mutual funds and ETFs, supplemented by individual securities and active trading for rebalancing and client needs.
David E
Series 66
Tulsa, OK
EverPar Advisors LLC
David Ellis is a financial advisor with EverPar Advisors LLC, holding a Series 66 designation and 23 years of industry experience. He worked at UBS Financial Services for 21 years before joining EverPar in 2023. Ellis serves on the board of the NEHI Research Foundation and is a member of the finance committee at Monte Cassino School. EverPar Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using diversified mutual funds, ETFs, and selective individual securities, while offering ongoing monitoring and financial planning.
Kerri M
Series 66
Tulsa, OK
EverPar Advisors LLC
Kerri Musgrove is a financial advisor at EverPar Advisors LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for eight years. In addition to her advisory role, she is involved in insurance sales and implements insurance recommendations. EverPar Advisors LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and financial planning. The firm employs a long-term, portfolio-driven approach using diversified mutual funds and ETFs, while also incorporating fundamental and technical analysis.