Our Team
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My passion, has always been people. Growing up in Celina, Texas, I developed a lens through which I run everything in my life, from my Faith, to my family, to my business. I believe one must do what is right, love people, and work humbly; no matter what.
With over twenty years experience in customer relations and small business, my commitment is to provide a personal relationship where my clients feel cared for and heard. My goal is to help one create a path where financial opportunities aren't lost, left to chance or forgotten. This is a achieved through adequately understanding a clients wants and fears. I pride myself on getting to know each client so that I can understand their individual needs and what matters most to them. Through this partnership I am able to recommend products and research-based strategies designed not only to meet their current needs, but more importantly, future ones.
If I'm not in the office, you can always find me in boots and jeans, spending time with my beautiful bride and our two daughters ...and more than likely, cooking good food in old cast iron.
I am licensed to sell insurance in TX. |
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Evan has been in the financial planning industry since 2010, right after graduating from the University of Oklahoma with a double major in Finance and Entrepreneurship. His passion for financial planning began first with his desire to help people. While in high school, he would attend his parent's meetings with their advisor and was always so inspired watching the ways their advisor would help them with their money. His love for personal finance then grew during college when he took a course on Value Investing, where he learned to invest in companies he evaluated and found opportunitunity in. Ever since then, Evan has always wanted to be in a position where he could help make a positive impact on people's lives through the advice and guidance he offered. Through holistic financial planning, Evan is able to look at someone's entire financial picture, but most importantly, he's able to help identify the goals and priorities people have and put together a plan that helps them see these through to fruition.
He has had the privilege of calling Dallas home his entire life. When Evan finds time outside of the office, he enjoys spending time with his wife (Ashley) and their dog (Remington), playing golf, reading, hunting, and doing anything active. |