Meet the Team
Awards
Valerie R. Leonard
Award-Winning Financial Advisor
Valerie's commitment as a leader in the financial industry & retirement community has spanned two decades and has earned her numerous recognitions throughout the United States. Her mission is simple: to help people be the best they can be by making the most of their financial resources, relationships and time. Valerie's client-first approach has long differentiated her from her peers and has helped her clients work toward reaching and exceeding their goals.
Experienced & Knowledgeable
Valerie holds the Accredited Investment Fiduciary (AIF®) designation. This professional certification demonstrates Valerie's commitment to acting in her clients' best interests and using prudent investment processes. Valerie is also a Certified Plan Fiduciary Advisor (CPFA™). This credential shows Valerie's specialized knowledge, experience, and commitment when working with retirement plans. Valerie is a proud member of The Financial Planning Association and Retirement Plan Advisory Group. Additionally, the time she spent serving on the Retirement Advisory Council at Commonwealth Financial Network allowed her to use her forward-thinking ideas to propel the retirement industry forward.
At Home
Valerie is blessed to have an amazing husband and is the proud mama of three kiddos. "I've laughed so much harder since they were born and I understand the meaning of grace and true joy thanks to motherhood." Rob, Valerie and their children enjoy road-tripping in search of new places to explore, fish, or play golf and they often can be found cooking together as a family when they're home.
Investing For Impact
Valerie generously shares her time and talent with several non-profit organizations. She currently serves on the Budget & Finance Team at Westwood Baptist Church and previously served as the Chair of the Budget & Finance Team at Westwood where she and her family are members and are actively involved in various church ministries. She formerly served on the Board of Directors for Evangel Classical Christian School. Additionally, Valerie and her husband, Rob are actively involved with Doulos Partners, a non-profit organization that empowers indigenous leaders around the world to advance the Kingdom through evangelism and discipleship and Valerie and Rob also support Kevin Derryberry Ministries.
Awards
Jamie Kertis
As a retirement plan specialist, Jamie is passionate about working with business leaders and human resource professionals to design, implement, and manage a total benefit strategy. She helps companies design retirement plans that not only represent the best interests of their employees, but also plans that attract and reward top-level executives. Jamie serves as a liaison between company executives and product providers. She assists with the implementation of committees, analyzes and recommends plan investments, and reviews plan operations. Additionally, Jamie works with individuals and provides financial and investment advice to help them achieve their goals.
Designations
Jamie holds her Qualified 401(k) Administrator, QKA, designation through the American Society of Pension Professionals & Actuaries, which signifies her qualifications as they pertain to the complex issues of qualified plan design, testing, administration, and Plan Advisors that require a continual education around and appreciation of best practices concerning plan menu design and investment due diligence. She also holds the Accredited Investment Fiduciary® (AIF®) as awarded by Fi360 and the Certified Plan Fiduciary Advisor (CPFA™) designation as awarded by the National Association of Plan Advisors®.
What Else To Know About Jamie
"I live and work in sunny Mobile, Alabama, with my wonderful husband, Daniel, and our two amazing daughters, Kate, Claire, and gregarious, energetic son, DJ. As a family, we enjoy taking advantage of the outdoors and can often be found playing in the sand at the beach, exploring trails at our national parks, or splashing in our pool. We are avid sports fans, especially football, and spend fall Friday nights cheering on the Baker Hornets and Saturday mornings encouraging the Buckeyes! I feel incredibly fortunate to have a career which affords me the opportunity to impact the retirement futures of so many hardworking people while also getting to be a room mom, cheerleader, and amateur home cook for my family."
Awards
Summer Broadhead, CPA, CFP®
From Tax Returns To Investment Returns
As a CERTIFIED FINANCIAL PLANNER® professional, Summer focuses on ensuring clients have an exceptional experience when working with our firm. She provides service and on-site education to corporate 401(k) plan participants and also works with a select group of individuals and families to make sure their money is working hard for them and they’re on-track to meet their financial goals.
In her 7.5 year career working for a Top 50 public accounting firm, she gained experience in many industries including real estate, manufacturing, insurance, and healthcare. Summer is a Certified Public Accountant and has a strong background in tax return preparation and review, tax planning, tax notice resolution, estimated taxes, and customer service.
Your Numbers. Her Passion.
Summer's experience contributes to the tax strategies and holistic approach our firm offers to clients. In addition to income, investment, gift, and estate tax planning, Summer provides clients investment management and comprehensive financial planning services to help them clarify and prioritize their goals, plan for retirement, make the most of their investments, save for college, protect their family in the event of a premature death, and achieve their financial hopes and dreams.
Enthusiastically Giving Back
Summer currently serves as Treasurer of the Norma Livingston Ovarian Cancer Junior Board and participates in fundraising activities supporting ovarian cancer research.
Away From The Office
Summer and her husband have a son named Henry and were recently blessed with their daughter, Hadley. Summer and her family are members at Westwood Baptist Church where they volunteer in the Children’s Ministry. Summer currently serves as Treasurer of the Norma Livingston Ovarian Cancer Junior Board and participates in fundraising activities supporting ovarian cancer research. Summer's family loves life outdoors, whether it is spent on the lake or at the beach, especially when they are surrounded by their family and friends.
Awards
Ethan Boswell
As Director of Business Development and a valued member of EverThrive’s leadership team, Ethan focuses on building meaningful relationships, opportunities, and connections. Whether introducing companies to our retirement plan consulting services or individuals to our investment management and financial planning options, Ethan believes that meaningful partnerships begin with taking the time to understand what matters most to each person and organization we serve.
Ethan’s fifteen years of helping medical professionals care for their patients’ well-being naturally progressed into his current role where he promotes financial well-being. He is driven by his passion for making a lasting difference in people’s lives which aligns perfectly with a core value shared by EverThrive’s compassionate team.
Ethan’s work ethic is evident in his background. He worked to pay his own way through college and earned a B.S. in Advertising from the University of Alabama. He founded and managed his own construction business and also worked in larger B2B organizations early in his career. Ethan understands the financial realities and opportunities that people face and is known for his ability to meet people where they are.
Ethan lives his life by prioritizing his faith, family, and friendships. When he’s not at work, you’ll find him involved in his kids’ sports activities, traveling, or spending time with his family and friends, anywhere there’s a lake or beach.
Awards
Scotty Morris
Scotty is a proud member of the EverThrive financial advisory team with more than 30 years of experience helping individuals and businesses work toward their financial goals. At EverThrive, he provides hands-on financial and investment guidance to employees who participate in retirement plans managed by the firm. He conducts enrollment meetings, presents to plan sponsors and participants, and ensures that employees have what they need to make the most of their retirement plan benefits. Scotty also works with a select group of individuals and families to manage their personal investments and offer comprehensive financial planning services.
Prior to joining EverThrive, Scotty was a dedicated financial advisor, beginning at Dean Witter and then serving the Alabama banking market for decades. Not only has he earned numerous accolades throughout his career, but he is known for his mentorship approach when working with clients as well as his collaborative style.
Scotty earned both an undergraduate degree and a master’s degree in finance from the University of Alabama. Outside of work, he is a devoted family man. He has been married for more than 29 years and has two young adult sons. When his children were young, he spent over 15 years as a youth sports coach for their baseball and basketball teams. In his free time, he enjoys golfing, fishing, and spending time at the beach with his family.
