About

Everest Wealth Partners is the culmination of 35+ years of experience working with some of the biggest and best firms in the financial services industry. Working alongside and in collaboration with some of the brightest and most qualified minds in financial planning we’ve identified and assembled some of the most powerful tools and resources to help simplify the complexities of financial planning.  In doing so we are instilling the confidence necessary for clients to take action for themselves and their families to secure their financial futures.

Our Philosophy

Everest Wealth Partners understands that everyone needs to climb that financial mountain and that no one should go it alone. We believe in guiding and providing you with a roadmap and a step-by-step guide to get you up and down that mountain and protect you along the way. We believe in the power of collaboration when it comes to achieving success with your financial plans so we leverage our network of trusted partners and utilize the best tools available for our clients to achieve their financial goals and objectives.

  • We believe in getting to know you and what’s most important to you and your family.

  • Providing expertise and guidance to help you make informed financial decisions.

  • Designing comprehensive and customized solutions to meet your goals.

  • Updating and keeping track of your progress and making changes along the way.

Colin R. McKenna

Colin Mckenna’s career in the Financial Services industry spans over 35 years. Colin was a registered representative and investment officer with AXA Equitable/LPL and Bleakley, Dwyer and Schwartz/ Northwestern Mutual and Robert Baird & Co. where he advised clients on insurance, retirement, and investment planning, as well as individual portfolio management. As Vice President Colin led a team in N.Y.C and then went on to become Executive Vice President for the St Louis Branch, consisting of VP’s and 140 Financial Professionals, and was responsible for the entire operations of the firm.

Over the course of his career, Colin has acquired financial proficiency relating to tax and retirement planning, investment strategies, executive benefit plans, corporate-owned life insurance, and personal and business insurance. Colin conducted seminars for physicians, corporate executives, investment banking professionals and developed a client base through referrals from Attorney’s and Accountants, a testament to his financial expertise and trustworthiness.

Throughout his career Colin has recruited, coached, and developed 100s of financial professionals, ensuring their success in providing financial advice. As a result, Colin’s team was consistently ranked in the top 10 among over 225 Vice Presidents and was the highest-producing and #1-ranked team for two consecutive years achieving the coveted Gold National Builders Trophy. He also achieved a record-breaking 67 and 70% retention and development rate among his advisors for the firm.

Colin has been consistently recognized for his sales and management excellence throughout his career, winning awards and honors including 7 National Builders Trophies including back-to-back Gold National Builders Trophies. He is a member of the Million Dollar Round Table and GAMA International and NAIFA. He has been quoted in publications including CNBC.com, the Erickson Living Tribune, and Military Times.

Before joining the financial services industry, Colin was an actor, appearing in numerous national television commercials and print ads for magazines, company advertisements, and trade journals, as well as a pilot for a TV series, appearing on CBS a Time Life Production.

Colin received his BS in Marketing from the Stillman School of Business at Seton Hall University and his Retirement Planning Specialist Certification from The Wharton School of Business at the University of Pennsylvania. He holds multiple state licenses; Life, Accident & Health, Series 7, 24, 51, 63, and 65, and a New Jersey Real Estate license. An avid golfer, Colin was the #1 player for Seton Hall Prep and Seton Hall University golf teams.