Evan is a Wealth Advisor on the High Net Worth team that caters to clients with $4 million or more in investment assets.

Before joining the firm, Evan attended Bryant University where he received a degree in Financial Services with a focus on Financial Planning. During his time at Bryant University, he held internship positions with Bank of America and Strategic Retirement Partners. Evan is a CERTIFIED FINANCIAL PLANNER® practitioner.

Evan currently lives in Norwood, MA with his wife. In his free time, he enjoys spending time with family and friends, playing golf, and skiing.