Evan brings a diverse background to his role as a financial advisor, including experience as a college baseball player and coach. Prior to entering the financial services industry, he worked as both an educator and district administrator, where he developed a strong passion for helping others reach their goals.
Evan takes a clear and practical approach to financial advising. He values transparency and believes clients deserve honest, unbiased guidance that always puts their best interests first. By focusing on simple, straightforward communication rather than complex financial jargon, Evan works to ensure clients fully understand their financial plans every step of the way.
His philosophy is rooted in honesty and objectivity—providing clients with clear insights so they can make confident decisions that support their long-term goals. Evan helps individuals and families with retirement planning, investment strategies, education funding, and comprehensive financial planning tailored to their unique situations.
As a dedicated husband and father to his son, Evan understands firsthand the importance of planning for the future. He is passionate about helping clients move forward in their financial journey and takes pride in building meaningful relationships along the way. Evan approaches every client interaction with humility, integrity, and the same commitment to helping others that guided his career in education.