CFP®, CRPC®, Insurance License
Evan believes in meaningful client-advisor relationships and has a passion for gaining a deep understanding of what is important to his clients. He fuses his industry expertise with client goals to offer ideas and strategies that align with their values. When away from the office, you may find him playing his cello (a life-long hobby), rooting for a Philadelphia sports team, or enjoying time with his wife Krista.
- BS, Wake Forest University
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Retirement Planning CounselorSM
- Five Star Wealth Manager (2021)
The Sandy Springs Financial Advisory Team is located in our Atlanta office.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
¹ Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. ² Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 FIVE STAR Wealth Managers.