For over two and a half decades, my team and I have served the needs of affluent families, foundations, and nonprofits. We specialize in building the expertise, resources, and professional networks to create tailored solutions that meet the complex challenges our clients may face.

As a lifetime martial artist, jiujitsu black belt, and IBJJF Master World Champion (as a brown belt), I am very focused, disciplined, and uncompromising in the pursuit of excellence. This mindset is reflected in our team’s culture, which focuses on developing each member’s expertise and evolving our strategies to stay ahead of the rapidly changing financial and market environment.

In 2011, I earned the CERTIFIED FINANCIAL PLANNER® certification, having met the rigorous experience and ethical requirements of the CFP® Board. In 2019, I completed the elite Certified Private Wealth Advisor® program, offered by the Investments and Wealth Institute® in collaboration with the Yale School of Management, focusing on ultra-high-net-worth client strategies. 

I am strongly committed to giving back to our community and country. For over a decade, I have mentored The Ohio State University Honors Cohort business students and given lectures on practical personal finance before they graduate.

My wife and I are passionate advocates for abandoned and abused animals and are avid supporters of the Good Samaritan Fund, which is a fund dedicated to treating animals that otherwise would be euthanized for costly, yet treatable conditions.

I served as Chairman of the Better Business Bureau of Central Ohio’s Foundation and Chairman of Grant Medical Center of Columbus’ Development Board. These roles also give me the unique perspective of working on “both sides of the table” in advising our nonprofit clients.

As a proud alumnus of The Ohio State University, I was honored to have received the highest award The Fisher College of Business gives annually to one executive, out of 80,000 alumni. The Pace Setters Executive Award was in recognition of the significant contributions I have made to the financial industry and community.

I have been recognized as a member of the Wells Fargo Advisors Platinum Council from 2023-2025¹ and by Forbes as a 2025 Best-In-State Wealth Advisor².

I am truly blessed and could not have accomplished any of this without the support of our clients, team, family, and my amazing wife, Beth.

Evan began his career in the financial industry in 2013 after graduating from The Ohio State University with a Bachelor of Science in Finance.

He is a registered Investment Advisor Representative who acquired extensive wealth management experience at Morgan Stanley and JP Morgan Chase before joining The Laith Khalaf Wealth Management Group of Wells Fargo Advisors.

Evan oversees the team’s alternative investment portfolio and serves as the investment planning specialist, helping clients construct strategies to address their financial goals. He works closely with Laith, collaborating on client analysis and portfolio management. With exceptional service in mind, Evan actively communicates with clients on their life changes and updates their investment plan.

In his free time, Evan loves to travel, spend time with his family and dog, and play golf. Born and raised in Pittsburgh, PA, he is an avid Pittsburgh Steelers fan and loves to cheer on The Ohio State Buckeyes. He has called Columbus, OH home for over 15 years.