About The MJ Everson Financial Family

Matthew J. Everson

Matthew Everson - President

MJ Everson Financial began operations August 1, 2001 under the original name of Wine Country Financial Services. In January of 2006, Matthew Everson decided he'd "put his name on it." Matthew recalls his mother constantly asking, "Son, can you put your name on it?" when it came to completing his chores as a child. Matt's mom was really asking, "can you be proud of your work?" The name on the front door of MJ Everson Financial demonstrates a commitment to that childhood lesson.

As owner of MJ Everson Financial, Matthew Everson takes pride in being able to independently evaluate a client's financial needs and give advice based on those needs. The fact that his firm now receives over three referrals a month from current clients and other associates speaks to the reputation it has earned as a high-quality advisory firm.

Mr. Everson is currently a candidate for the prestigious CFP® designation. CERTIFIED FINANCIAL PLANNER™ Certification can help you identify financial planners who are committed to competent and ethical financial planning. As recently mentioned on the front page of The New York Times, individuals authorized by CFP Board to call themselves CFP® professionals have completed the established and rigorous education, examination, experience and ethical requirements of the CFP® certification process. CFP Board takes seriously its enforcement of ethical requirements and recently adopted an updated and strengthened set of ethical standards designed to make sure the public has access to ethical financial planning services. For more information about what it means to be a CFP, please go here: www.cfp.net. Mr. Everson will be sitting for this exam in November 2007.

You may be a senior looking to find investments that preserve your principal, or a business owner trying to reduce your income taxes, plan for your retirement or sell your business. Whatever your particular scenario, Mr. Everson's independence and expertise allow him to create a plan based on your specific needs.

Born and raised locally, Mr. Everson holds a B.A. in French and a minor in International Relations from Sonoma State.

 

Joan Sorenson

Joan Sorenson – Office Manager

Ms. Sorensen joined MJ Everson financial on March 26, 2007. After spending several years with a very large and prestigious Wall Street firm, Joan brings a great deal of professionalism, organization and experience to the company. She serves as Mr. Everson’s ‘spine’ for the company’s operational procedures. This allows Matthew to concentrate on planning for clients. If you have a service need, it will likely be Joan helping take care of you.

Joan grew up locally in Sebastopol and attended Analy High School. She enjoys golf, horseback riding, food and wine, being with friends and enjoying our fantastic Sonoma County lifestyle!