Evan is a financial services professional with over 23 years of experience. As part of the team, he handles a wide variety of duties including serving as a key point of contact for clients as well as handling investment planning, estate settlement and maintaining the internal portfolio management systems.

Evan earned a Bachelor of Science degree in psychology with a concentration in industrial/organizational psychology and holds a minor in business management from Appalachian State University in Boone, N.C.

To continue his professional development, Evan earned his CERTIFIED FINANCIAL PLANNER^® certification, also known as CFP^® professional certification, in 2010. This required completing hundreds of hours of rigorous courses and examinations followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards.

In his personal time, Evan enjoys playing golf, skeet shooting, participating in various church events, and watching his kids play multiple sports including baseball, ice hockey, and lacrosse. Evan resides in Estero, Florida with his wife Megan, daughter Madison, stepson Gavin, and rescued dog Dax. Evan has 3 other stepsons, Noah, Brayden, and Drue.