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Kristen Everly
Associate Attorney
Kristen is an Associate Attorney at Peter Rosenberg & Partners LLC. She assists individuals and families regarding United States and international tax planning, closely held business succession planning, intergenerational wealth transfers, and estate and trust administration.
Prior to joining Peter Rosenberg & Partners in 2024, Kristen was a Vice President and trust manager at Wells Fargo, where she spent almost ten years. At Wells Fargo she served as a trust officer and then managed a team of trust officers responsible for administration of a large number of personal trust accounts. Prior to that, Kristen practiced law at a firm in Philadelphia, where she represented clients in family law matters.
She graduated magna cum laude from Drexel University’s Thomas R. Kline School of Law in 2012 (J.D.) and summa cum laude from Tufts University in 2008 (B.A.). Kristen is admitted to practice in Pennsylvania and is a member of the Philadelphia Estate Planning Council.