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About

A Partner On<br/>Your Life Journey

Wealth Management With Integrity

Whether you’re a new investor, preparing for retirement, or creating your legacy, you deserve to work with mission-driven financial professionals. Integrity is at our core, shaping how we serve clients, staff, our investments, and our community. We couldn’t be more honored to serve clients who have entrusted us with their assets, their confidence, and their financial futures. Our service philosophy is rooted in trust, integrity, and personalized guidance as we aim to understand your unique aspirations.

Our Four-Step Process

Here’s how our clients get started working with us to align their wealth with their goals.

Assess

We’ll begin by reviewing your financial documents, risk tolerance, and objectives to understand your current landscape.

Strategize

Our team will present financial strategies designed to match your investor profile and support your long-term needs.

Implement

We help manage the bumps in the road, from life changes to market volatility, as we put your strategy into motion.

Review

We continuously listen and learn, providing ongoing reviews to help ensure your strategy remains relevant as your life evolves.

Meet Your Advisors

Braden Wise

Braden Wise

Managing Associate | Financial Advisor

(903) 265-3011

braden.wise@opesone.com

Braden is Co-Founder of Everline Wealth, where he partners with successful individuals to simplify complex financial decisions and build strategies designed for long-term success. Since 2019, he has helped clients turn their income...

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Colby McKelva

Colby McKelva

Managing Associate | Financial Advisor

(469) 317-0404

colby.mckelva@opesone.com

Colby McKelva is a co-founder at Everline Wealth, where he specializes in helping physicians, business owners, and attorneys navigate complex financial decisions with clarity and precision.
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Blaine Dahl

Blaine Dahl

Financial Advisor

Blaine Dahl is a financial professional with over 16 years of experience helping clients build,protect, and manage their wealth. A graduate of Texas A&M University, Blaine originally set outto pursue a career in the medical field...
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Kory Pippin

Kory Pippin

Financial Advisor

Kory Pippin is a CERTIFIED FINANCIAL PLANNER® professional who began his financialservices career in 2002. His team specializes in personal risk and wealth management.Many of his clients are business owners in the healthcare sector who...
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Malayna McKelva

Malayna McKelva

Office Manager

Malayna is the Office Manager for Everline Wealth, where she supports daily operations and helps create a smooth, efficient environment for both advisors and clients. Since joining, she’s enjoyed being part of a growing organization...
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Let’s Discuss
Your Next Chapter

Ready to see how a specialized wealth strategy can support your goals? Reach out to start a conversation with our team.

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