Evan is a Financial Planning Associate on the high net worth team that caters to clients with $3.5 million or more in investment assets. He supports Senior Wealth Advisors and Wealth Advisors with all facets of the financial planning process.
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 internships with Bank of America and Strategic Retirement Partners. During his junior and senior year at Bryant, he was a Portfolio Manager and Analyst for the Bryant University Archway Investment Fund. Evan is currently working toward earning his CERTIFIED FINANCIAL PLANNER™ designation.
Evan currently lives in Sturbridge, MA. In his free time he enjoys spending time with family and friends, playing golf, and skiing.