Jaye Everland, CFP®

PCA, Principal

Jaye 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 BA in Sociology from Loyola University New Orleans with minors in Business Administration and Music Business. Prior to IWP, 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 individuals at a private wealth management firm on the east coast. Jaye joined IWP in 2013 as the Private Client Advisors group was founded, and spent two years teaching Retirement Planning courses at Metro State University to financial professionals working towards their CFP® designation.

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.

  • Series 65 Certified