About Evan
Evan works with his advisory team to understand clients’ unique situations and goals so they can provide financial solutions tailored to their needs. His goal is to have a positive impact on clients while helping them navigate all the financial challenges they may face. Evan decided to make a career move to the financial planning industry because of the opportunity to use his financial knowledge to help people achieve their personal goals. As everyone’s financial situation is different, he is motivated by the problem solving required to find solutions for clients.
Evan was born and raised in the mountains of West Virginia. He now resides in South Charleston with his fiancé, Brooke, and their Maltese, Opie. Outside of work, he enjoys hiking, playing pickleball or basketball, watching the Atlanta Braves, and trying to improve his golf game. He is also the treasurer on the board of a local nonprofit called Heart & Hand.
Professional Certifications
-Marshall University - bachelor’s degree in accounting and finance; master of business administration
-Joining Focus Partners Wealth in 2022
-Spent over seven years in the public accounting industry as an auditor
Evan works with his advisory team to understand clients’ unique situations and goals so they can provide financial solutions tailored to their needs. His goal is to have a positive impact on clients while helping them navigate all the financial challenges they may face. Evan decided to make a career move to the financial planning industry because of the opportunity to use his financial knowledge to help people achieve their personal goals. As everyone’s financial situation is different, he is motivated by the problem solving required to find solutions for clients.
Evan was born and raised in the mountains of West Virginia. He now resides in South Charleston with his fiancé, Brooke, and their Maltese, Opie. Outside of work, he enjoys hiking, playing pickleball or basketball, watching the Atlanta Braves, and trying to improve his golf game. He is also the treasurer on the board of a local nonprofit called Heart & Hand.
Professional Certifications
-Marshall University - bachelor’s degree in accounting and finance; master of business administration
-Joining Focus Partners Wealth in 2022
-Spent over seven years in the public accounting industry as an auditor