EverSource Wealth Advisors
300 East Davis Street
McKinney, TX 75069
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Micky has enjoyed 25 years of wedded bliss to his college sweetheart, Melanie. They are blessed with three daughters who keep them quite busy attending band performances, piano recitals, tennis matches and competitive swim meets. In Micky's spare time, he gravitates to activities that keep him mentally, physically, and spiritually fit -- including reading, fitness training, and being involved in his local church. Micky also enjoys guest speaking on "living life with purpose" and teaching Biblical principles of finance within local churches and private schools.About My Practice
We have found that highly successful individuals and families have excelled in their respective fields because they rightfully focus on doing what they do best. This often times leads to accumulation of wealth in a manner that may not be organized appropriately or invested intentionally to match the unique goals and values of the family. We create space for our clients to think clearly about their priorities, align their finances with their life goals, and ensure the most important people and causes in their life are planned for. How we help clients: Define life goals and core values, then align investments accordingly Determine how much is enough to provide for family vs. surplus available for impact goals Ensure surviving spouse has a team in place to support him/her Prepare and assist the next generation(s) to wisely steward inherited wealth Implement multi-year, forward-looking tax strategies (pre and post retirement) Audit estate plan, titling of accounts, life insurance and retirement beneficiaries to avoid unintended problems for heirs
About Micky Reeves
Prior to partnering with Eversource Wealth Advisors, Micky served as President and Chief Compliance Officer of JWA Financial Group, a private wealth management firm in Dallas, TX. Micky played an instrumental role in the successful acquisition of JWA Financial Group to Buckingham Strategic Wealth. After the acquisition, he continued his wealth advisory services within Buckingham, successfully growing his practice from $177M (in assets under management) to over $450M. During this time, Micky developed key relationships with attorneys, CPAs and other professionals in the Dallas market to better serve high net worth clients with complex needs. Micky also founded and led the Buckingham Fellowship of Christian Advisors, a national peer group focused on the integration of faith and finances. Prior to JWA and Buckingham, Micky served as Executive Director over USAA's Wealth Management department. Micky was responsible for leading and coaching over 100 financial planners, and played a key role in the merger of USAA's financial planning department, trust services, and select (high net worth) services.
CERTIFIED FINANCIAL PLANNER™ Certified Kingdom Advisor® Registered Life Planner® Chartered Life Underwriter® Cornerstone Ranch - Treasurer and Board Member Generous Giving - Trained Facilitator
Industry Start Date