Introducing three new members of the Everhart Team!

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We are pleased to introduce Rachel Beidelman, Kelly Murphy and Kim Starr who recently joined the Everhart Advisors’ Team. They are welcome additions who will improve our ability to provide you world-class service.

Rachel Beidelman serves as a Client Relationship Manager for Everhart Advisors. Rachel recently graduated from Grove City College with a Bachelor of Science in Finance. Rachel is originally from the Columbus area and has returned home to pursue her career in individual wealth management, hoping to help families and individuals reach their financial goals. 

Kelly Murphy, FPQP joined Everhart Advisors as a Client Relationship Manager with nearly 20 years of industry experience.  Kelly recently relocated to Columbus from Cincinnati where she worked for a financial services firm for 14 years. Kelly graduated from the University of Cincinnati in Business Administration and holds the Financial Planner Qualified Professional designation from the College of Financial Planning. 

Kim Starr, JD serves as support for President & CEO, Scott Everhart, as well as the Compliance and Event Planning teams. Prior to joining Everhart Advisors, Kim was the General Counsel for a scientific research and development company. During her 16 years there she was instrumental in the growth and diversification of the company, and ultimately for its sale to a strategic private equity firm. Kim is a past National President of Alpha Xi Delta Fraternity where she led the organization in strategic planning. She earned her undergraduate degree from the University of Kentucky and her law degree from Capital University Law School. 

This material is provided for informational and educational purposes only. You should not assume any discussion or information contained in this newsletter serves as the receipt of, or a substitute for, personalized investment advice. Due to various factors, including changing market conditions and/or applicable laws, the content of this newsletter may no longer be reflective of current opinions or positions. Please remember that past performance may not be indicative of future results. There can be no assurance that any specific investment, investment strategy, or product will be profitable, equal past performance, or be suitable for you. Contact Everhart Advisors in writing if there are any changes in your personal or financial situation or investment objectives that would be material to our evaluating our previous recommendations, or if you want to add or modify any reasonable restrictions on your account.

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