Our Team

My interest in the financial services industry began while I was in college, stemming from some conversations I'd had with my dad.  My father was very successful career wise but over the years had accumulated several different advisors and several different financial products.  In essence, it seemed that he had accrued a financial junk drawer with no plan and no real strategy behind them.  He seemed to have alot of products from various companies that didn't always live up to the expectations. This opened my eyes to an issue that many people face today - I saw a need to help my father and many more clients like my father that have become way to busy and overwhelmed with endless options and noise.  To me, financial planning has never been about accumulating the most assets, it has been about developing options on your money.  I have learned after years of working with clients that no one client is the same.  Every client is unique with different priorities and different goals.  My core job is to understand what the priorities and goals are first, then translate that to a plan that works and becomes the best fit for their needs.  At the end of the day it is my job to serve my clients the best that I can with their best interest in mind.   

 I am licensed to sell insurance in: TX, OK, NJ and securities in: TX, OK, KS, CO, NJ. I am a registered representative of and can offer securities and investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org).  I am not able to accept endorsements that pertain to my investment services.
Supervisory address: 14241 Dallas Parkway, Suite 1200 Dallas, TX 75254 972.348.6300


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. 

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.