Evan is a Financial Advisor passionate about tackling complex financial challenges and creating personalized strategies that help clients achieve their goals. As a fiduciary advisor, he puts his clients’ interests first and is committed to providing them with the tools and information necessary to work toward their financial futures—especially in retirement planning for pre-retirees, retirees, and small business owners.
Originally from Buffalo, NY, Evan graduated from UNC Charlotte with both his bachelor’s degree and an MBA in Business Analytics, providing him with strong problem-solving skills. He holds Series 7 and Series 66 securities licenses, along with a Life Insurance license. Additionally, he is a National Social Security Advisor (NSSA®), bringing specialized expertise in retirement income planning and Social Security strategies.
Beyond his professional focus, Evan enjoys building connections through activities such as golfing and boating. He also loves taking on new challenges and working toward personal goals, such as learning Spanish.