305 Artillery Park Drive, Suite 202
Meet The Team
As the Office Manager, Beth manages the day-to-day operations of the firm and provides exceptional care and services to clients. Beth has been helping her husband Joe at the firm for several years.
Joseph Duffey is the founder of Everest Financial Inc. and has been working in the financial services industry for more than 25 years.
RIchard worked as the CFO, Chief Financial Officer, at Fenton Rigging & Contracting Inc. for 37 years. He joined Everest Financial Inc as a market researcher whose main focus is on 401k fund companies and assisting with marketing to...