OUR TEAM

Frank Gambardella is the founder of EverTrail Wealth Management and a seasoned financial advisor with more than 25 years of experience helping individuals, families, and business owners pursue their financial goals. He is a CERTIFIED FINANCIAL PLANNER® professional and also holds the Chartered Financial Consultant (ChFC®) and Chartered Retirement Plan Specialist (CRPS®) designations. Frank provides comprehensive wealth management and financial planning services, including investment management, retirement planning, business succession strategies, and retirement plan consulting.

Frank takes a thoughtful and disciplined approach to financial planning, partnering with clients to understand their goals, navigate risk, and build strategies designed to support long-term financial independence.

Frank grew up in upstate New York, where he developed a lifelong appreciation for the outdoors while backpacking and canoeing through the Adirondacks and Catskills. While earning a degree in Finance and Economics from Syracuse University, he served in the New York Army National Guard and later supported multiple homeland security missions following September 11th as part of Operation Noble Eagle. After his service, Frank earned an MBA in Finance from Northeastern University and spent nearly a decade working in the New York City area before relocating to Washington State in 2010.

Frank and his wife Annie now live in Bremerton, Washington, where they are raising their two daughters, Avery and Myla. Outside of his professional work, Frank is actively involved in volunteer leadership supporting conservation, public lands stewardship, and outdoor mentorship. He enjoys spending time with his family, backpacking, camping, traveling, woodworking, and exploring the Pacific Northwest.

As Operations Manager and fully licensed Registered Associate at EverTrail Wealth Management, Lisa brings over a decade of financial services experience. Lisa holds her Series 7, 63 & 65 licenses and truly loves what she does for work – operations are her passion, truly! She takes pride in creating efficient systems that support our team and in delivering a positive client experience. She also serves as the primary point of contact, ensuring clients receive timely, attentive and reliable support.

Lisa proudly supports Frank Gambardella, Financial Advisor, and has worked along side Frank for over five years to provide consistent, client-focused service.

Outside of work, Lisa lives in the Pacific Northwest with her husband and two children. They enjoy spending time outdoors, visiting local parks, kayaking and camping together as a family.