Empowering advisors to
grow and thrive with confidence.
Our Story
Founded in 2006 by Matt Holmbeck, EverVest was built on a vision to provide a new kind of support to insurance producers across the country — one grounded in expertise, partnership, and a commitment to client-centered service. We are a full-service brokerage agency specializing in annuity, life, and long-term care products, bringing together a team of seasoned professionals who share a passion for helping advisors and their clients succeed.
At EverVest, we pride ourselves on offering responsive, courteous service and forging lasting relationships within the brokerage community. Our personalized approach and deep industry knowledge ensure you have the best solutions tailored to your clients’ unique needs. For us, it’s about more than just providing products; it’s about empowering you to grow and succeed with confidence.
Matthew Holmbeck
Founder, President
Matthew has been at the forefront of the financial services industry since he began his career as a consultant in 2003. Over the years, he has built a reputation for empowering advisors to reach new levels of growth and success. As the President of EverVest FMO, Matthew combines deep industry insight with a commitment to innovation, guiding the company’s mission to deliver unmatched resources, tools, and support to advisors nationwide. His leadership reflects his dedication to fostering meaningful, long-lasting partnerships and helping advisors navigate today’s dynamic financial landscape with confidence and clarity.
Lisa Yearby
Operations Manager
Lisa serves as the Operations Manager for Evervest and started in the industry in 2013. With a strong background in operations management and knowledge of the IMO landscape, she plays a pivotal role in streamlining processes, optimizing workflows, and ensuring the smooth execution of day-to-day operations within the organization. Through dedication to operational excellence, Lisa is committed to navigating complex challenges and delivering results that drive long-term success of agents and Evervest.
Committed To Your Success
– Nichole, an EverVest Advisor
Want to join a team that helps you Win?
Our promise is to exceed your expectations.