Evan is a Financial Adviser and joined the firm in 2010. He takes great pride in developing meaningful relations and helping clients reach their short- and long-term financial goals. In his current role, Evan focuses on investments and retirement planning. Throughout his career, he has gained experience in operational efficiencies and client management. Evan is also a Notary Public.
EVAN ADVISES CLIENTS ON:
Experience and credentials.
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor℠
- Bank Teller | HSBC
- BS in Finance with minors in Economics and Philosophy | Niagara University
Evan and his wife, Stacey, reside in Lancaster with their two daughters, Lyla and Addison. He is a passionate sports fan and an active member of the Buffalo craft beer community.
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