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Evan is a financial services professional with over 18 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^™, or 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 volunteering as a Big Brother with Big Brothers, Big Sisters. He also enjoys staying fit with time at the gym, participating in indoor cycling classes, and hiking. Evan resides in Naples, Florida with his daughter Madison, and their rescued dogs Dax and Rebel.

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