Offering dependable personalized services to each of his clients, Evan utilizes a diversified mix of investments, retirement planning and estate planning services. Seeking lasting, quality relationships with clients, Evan is a strong believer in asset allocation, encouraging clients to adopt common sense financial planning principles and to avoid trendy investment fads or speculative strategies. With that said, all markets offer opportunity and Evan will help guide you toward potential opportunities.
Evan holds a series of educational seminars in the community and is a member of numerous clubs and committees in both Sarasota and Manatee counties including:
Originally from St. Petersburg, Florida, Evan spent 11 years in Alaska, where he started his career in the investment industry. Evan is once again settled into the Florida lifestyle and enjoying it to the fullest, boating with clients and friends. We invite you to contact us today to schedule a complimentary initial consultation.