For more than 20 years, Evan has dedicated his career to helping individuals and families navigate important life decisions with confidence. Before joining the team, he served as an educator, coach, and leader, experiences that shaped his ability to simplify complex topics, build lasting relationships, and guide people through life's biggest transitions.

Evan earned his degree in mathematics, where he developed the analytical mindset that now serves as the foundation of his financial planning process. He enjoys bringing clarity to complex financial decisions by combining careful analysis with practical, personalized guidance. While numbers tell an important part of the story, Evan believes every investment plan should begin with understanding the people behind them, their goals, values, and vision for the future.

In addition to his leadership in education, Evan helped manage a successful family business, providing firsthand insight into the challenges faced by business owners, professionals, and growing families. Today, he combines those experiences with comprehensive financial planning to help clients preserve wealth, prepare for retirement, minimize unnecessary risks, and build strategies that support future generations.

Evan believes financial planning works best when clients have a trusted team behind them. As his practice grows, he is building a network of professionals including attorneys, accountants, lenders, insurance specialists, and other experts to help clients navigate life's biggest financial decisions. His goal is to serve as a trusted advisor who brings the right people together, helping simplify complex situations and providing guidance through every stage of life.

One area especially meaningful to Evan is helping families who have a loved one with special needs. He understands that planning often extends beyond traditional financial advice and may involve coordinating benefits, trusts, legal planning, and long-term family goals. He is passionate about helping these families create thoughtful strategies that protect both their loved one and their financial future.

Originally from Hawaii, Evan has traveled extensively throughout North America, South America, Europe, and Asia. Those experiences have strengthened his appreciation for different perspectives and his ability to connect with clients from diverse backgrounds. Outside the office, Evan can be seen on the golf course, enjoying live music, spending time on the water, cheering on Pittsburgh sports teams (H2P!), or attending community events. He values meaningful relationships and believes some of life's best conversations happen well beyond the office.