As a Financial Advisor, Evan is qualified to address the diverse needs of each client as they financially prepare for their future. He provides recommendations and strategies for your financial goals including asset allocation, retirement, educational savings, and life & long-term care insurance.
He works closely with business owners, executive teams and their advisors to help them realize their financial goals and implement strategies to meet their distinctive needs.
Education
- Grand Valley State University
Professional Qualifications
- Series 7
- Series 66
- Variable Life and Annuities License
- Life, Accident, & Health Insurance Licenses
- SIE (Securities Industry Essentials)
Personal
Evan grew up in Waterford, Michigan. He has always enjoyed helping people and building lifelong connections, leading him to pursue a career in financial advising. In his free time, Evan enjoy boating, snow skiing, and car shows. He is also an Eagle Scout, Distinguished Expert Marksman, and Sigma Pi alumni.
I help individuals, families, and business owners simplify complex financial decisions and build clear, personalized strategies for the future. As a trusted advisor, I guide clients through investments, protection, and long-term planning to help grow and safeguard what matters most. I turn financial goals into actionable, results-driven plans tailored to each client’s unique needs. My focus is to provide clarity, confidence, and a path toward lasting financial security.