Matt & Sarah

Matt & Sarah

MJ Everson Financial has the expertise and more than 15 years of industry experience to help you pursue your financial planning goals. As one of the few Santa Rosa-based financial planning firms that chooses to practice as a fiduciary, we can help you avoid or reduce challenges, recognize opportunities, and maximize your particular strengths in order for you to realize your personal financial planning goals.

Matthew J. Everson, CFP®

Founding Partner

Matt (No one but his mother really calls him Matthew.) is the founder of MJ Everson Financial. With more than 15 years of experience guiding people to the right solutions for their financial challenges, he takes pride in running a business that has helped hundreds of families around the country acheive their planning goals.

He's a father to Maddie (14) and Patrick (12), a husband, a friend, and volunteer. That's the quick view. Want to learn more?

Well, click here then!

Sarah Trejo

Partner and Business Manager

Sarah is a partner and serves as business manager of MJ Everson Financial. Without her, the place would literally fall apart! She does everything you can imagine to keep the company well organized and running smoothly. Sarah joined the company in 2008. Since then, our profits have more than tripled. That isn't a coincidence.

Sarah received her bachelor's in social welfare from UC Berkeley. Sarah may be the hardest-working woman you've ever met. She holds down the fort at 1423 13th Street, aka Labrador Lounge. All the while, she teaches indoor cycling classes at the Airport Club, and you might even catch her pouring wines out at Lynmar Estate on the occasional weekend.

But wait, that's not all! She is very active in the community. She has volunteered with Hospice, Girls on the Run, and the Santa Rosa YMCA. Currently, her charity work is with the Airport Club, Levi's GranFondo, and Rotary Club projects like the Giro Bello!

Sarah loves her family life with Matt, Maddie, Paddy, and their dogs, Marney and Poppy! If you've ever been in for an appointment, you know she also brews the best cup of coffee on this side of Paris! And if ever you are lucky enough to get invited to a client dinner, you'll find out she is the best vegetable chef west of Provence!