As a financial planning associate, Evan collaborates with lead advisors and the head of financial planning to develop strategies tailored to each client’s unique financial profile. His work helps assess their current position, uncover new opportunities, and define future goals. He also plays a key role in keeping financial plans current by adjusting them for life events, market trends, and economic changes.
Outside of the office, Evan is an avid outdoorsman who enjoys boating, biking, skiing, hunting, fishing, and hiking. He’s also pursuing a SCUBA diving rescue certification and manages a beekeeping hobby.
