Everhart Advisors
Katelyn Weaver is a professional with a diverse background in education and client relationship management. Currently serving as a Client Relationship Manager at Everhart Advisors since July 2023, Katelyn has a rich history in teaching, having worked as a First Grade Teacher at Hamilton Local School District and Capstone Education Group, where responsibilities included being a Grade Chair and Mentor Teacher. Katelyn also has experience as an Assistant Soccer Coach for Germantown Legends Soccer and has taught at multiple grade levels, including Kindergarten and Second Grade, at various educational institutions. Katelyn holds a Master's degree in Urban Education from Union University and two Bachelor's degrees from The Ohio State University, in Early and Middle Childhood Studies and a Bachelor of Arts. Additionally, Katelyn was a dedicated member of the Women's Varsity Soccer team, achieving multiple academic and athletic honors.
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Everhart Advisors
Everhart Advisors is an independent retirement plan advisory firm, providing a comprehensive suite of services to enhance employer-sponsored retirement plans, including fiduciary compliance & liability protection, investment due diligence, participant education & advice, plan design, cost control, and fee transparency. As a fee-based Registered Investment Advisor (RIA), Everhart Advisors delivers objective advice without regard to vendor selection. For more information regarding the PLANSPONSOR award visit: https://everhartadvisors.com/retirementplanadviseroftheyear/ Everhart Advisors is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Everhart Advisors and its representatives are properly licensed or exempt from licensure. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Everhart Advisors does not endorse, authorize or sponsor third party content, services, products or information. As a registered investment advisory firm, we are restricted from posting any form of testimonial related to our investment advisory services. Thus, LinkedIn recommendations and endorsements must be disabled. Everhart Advisors does not provide tax or legal advice. Posted comments may not be those of Everhart Advisors. Posted comments may not be representative of the experience of clients and do not indicate future performance or success. Everhart Advisors do not solicit investment advisory endorsements via wall comments or the “like” function.