Jaye Everland is honored to guide clients on optimizing their financial resources to best serve their larger life goals. She utilizes her expertise in investment management, cash flow strategies, tax and estate planning, and financial modeling to establish, monitor, and readjust clients’ financial road maps. People often seek guidance in times of transition, and Jaye is grateful to guide clients through business liquidity events, new start-ups and ventures, and family changes with personalized strategies.
Jaye earned a B.A. in Sociology from Loyola University New Orleans with minors in Business Administration and Music Business.
Prior to joining Moneta as a Partner in 2023, Jaye was brought into IWP Wealth to establish and grow the Private Client Advisory business from $30 million assets under management (AUM) to almost $500 million AUM during that time as she navigated how to bring traditional Family Office services to clients with $5-25 million net worth.
Previously, Jaye ran the reporting, marketing, and financial advising functions at a boutique Denver investment management firm while instituting an internship program that graduated 70 college interns over seven years. From there she focused on financial planning for high-net-worth individuals at a private wealth management firm on the east coast.
Jaye is passionate about music, good food, travel, and – most of all – her two beautiful children. She is fortunate to share these life experiences with family and friends all over the country.
- CERTIFIED FINANCIAL PLANNER™
- Series 65 License
