With two decades of experience as an educator and leader, Evan brings a unique and thoughtful perspective to financial advising. His background includes managing a successful family business, coaching, and helping individuals set and reach long-term goals. These experiences guide his personalized approach to wealth planning. Evan is passionate about helping clients navigate life transitions, grow their assets, and build financial confidence for the future.

Born in Hawaii, Evan has traveled extensively throughout North America, South America, Asia, and Europe, gaining a broad worldview that shapes his ability to connect with clients from all walks of life. Outside of the office, he enjoys exploring new destinations and staying active through coaching and community involvement.

Mission Statement:
My mission is to guide families and individuals toward financial clarity through education, understanding, and a lasting partnership. I bring the same care I demonstrate in my career as a teacher and coach into every client relationship, helping people to navigate the transitions, to build wealth with intention, and to create stability for the future. I am especially passionate about supporting families who have a family member with special needs by guiding them through a planning process that protects both their loved one and their own future.