Evan’s passion for personal finance and belief that strong financial stability provides greater overall happiness is what drove him to pursue this career. He understands how confusing and obscure finances can be, so strives to explain everything in layman’s terms to ensure clients fully understand the different components of their financial picture.
Evan’s guiding approach is connecting with people through kindness and patience while taking a genuine interest in what people have to say. Evan enjoys working with people of all ages but especially with young professionals where there’s opportunity to partner for decades through many life milestones.
Evan believes financial planning is about much more than just investing. It is about helping people achieve their financial goals through a comprehensive look at income, expenses, investments, insurance, taxes and estates. Whether it’s saving for retirement, buying a home, or planning for college, Evan can help develop a plan that meets each specific needs. Evan also appreciates how busy people are and prides himself on taking as much off his client’s plate as possible.
Evan grew up in Newburyport and loved playing sports and being in and around the ocean. Evan established his interest in financial planning from his mom who is a financial planner. From a young age he learned the importance of personal finances and the decisions made around them. He also saw the strong relationships his mother built with her clients.
Evan graduated from the University of Rhode Island in 2011. After college he joined a healthcare startup company focused on eye care. As the company grew Evan was exposed to many different facets of business from raising money, clinical studies, launching products, IPOs and eventually acquisitions. This experience gave him the opportunity to work with many different people and personalities at varying stages of life. He also had the opportunity to move to Amsterdam to manage the company's European sales. He fell in love with the city and had his wedding there in 2019.
Evan lives in Jersey City, NJ with his wife Harriet and two children; Benson and Josephine. Evan loves to stay active by playing golf, weightlifting, and frequent walks with his family around Jersey City. He also has a passion for all things motorized, especially cars.