Evan serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than five years of experience in the financial services industry, Evan offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Evan served as a financial advisor at a national investment advisory firm, where he was involved in portfolio construction, financial plan creation and execution, investment management and investment research.
Evan received his Bachelor of Science degree in personal finance with a concentration in financial planning from the University of Wisconsin-Madison. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Evan enjoys spending time camping and hiking, playing soccer, collecting and listening to vinyl, watching and discussing movies, and anything related to Wisconsin sports.
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