Business Development Associate
Contact Evan for investment questions or additional information about becoming a valued client.
Evan enjoys working with clients to ensure that they can preserve their hard-earned money. Evan’s primary focus is working with business owners on the unique challenges that they face in an ever-changing tax and market environment. Taking a comprehensive approach to both personal and business planning is something his client’s appreciate. He makes sure clients are educated as to why each recommendation of a plan is being made and how it will be implemented, to ensure a smooth transition to clients achieving what they want.
Evan holds a Bachelor’s of Science in Business Administration from the University of Miami in Finance. He also has earned the Retirement Income Certified Professional Designation from the American College of Financial Services.
In his free time, Evan enjoys playing volleyball, golf and guitar.