EverNest Expands Technology Team

EverNest Financial Advisors is pleased to announce the addition of Thomas Hanusek as a portfolio manager / system specialist.

Hanusek joins EverNest portfolio manager and technology leader Kevin Stillman in managing and advancing EverNest’s technology-forward approach to both investment portfolio management and financial planning.

“We’ve long embraced technology as a critical factor in our ability to provide the highest-possible level of personal care,” said Frank J. Esposito, CFA, managing partner. “EverNest is large enough to have access to the industry’s best technology. We’re also small enough that red tape doesn’t get in the way of using it to clients’ best advantage. Thomas’ deep experience with our investment platform, Orion, together with his service ethic, make him a terrific addition to our team.”

At Orion Advisor Technology, Hanusek developed a comprehensive understanding—across both systems and operations—of how various Orion components can work together to provide the best possible experience for both advisors and their clients. In a series of roles, he served on the data Reconciliation team, as a subject-matter resource available for financial advisors to call with questions, and as an authority on the system’s investor-facing portal.

Like fellow Orion alum Stillman, Hanusek lives in the Omaha, Nebraska area. He and his wife and daughter live in a small town outside of Omaha, near farms that produce food he once sold as a child working in his family’s farmer’s market.

Hanusek can be reached at (317) 708-6523 or thanusek@evernestfa.com.

About EverNest Financial Advisors

Based in Indianapolis, EverNest Financial Advisors provides comprehensive financial planning and investment advisory services to individuals, families and non-profits. Learn more at https://www.evernestfa.com.