Meet Evan
Meet Evan
Evan is an Associate Wealth Advisor dedicated to helping clients feel confident and supported in their financial lives—so they can focus on what truly matters to them. He believes in building trusted relationships and crafting personalized financial strategies that reflect each client’s goals, values, and circumstances.
Before transitioning into financial services, Evan began his career as a sales manager for a major bicycle manufacturer, where he developed a strong foundation in client service and goal-oriented leadership. Today, he brings that same energy and focus to financial planning—digging into the details of each unique plan to create clarity and long-term financial confidence for his clients.
Outside the office, Evan enjoys cycling, Jiu Jitsu, and exploring the outdoors with his wife, Emma, and their son, Vinny.