Executive Vice President
Retirement Planning Specialist
“For over a decade I have helped individuals, families and business owners make good financial decisions. Everyone’s situation is unique, which is why I pride myself in understanding each client’s distinct goals, dreams and objectives. I also understand that life events happen and plans change. This is why creating and regularly monitoring a dynamic comprehensive financial plan is so important.”
“Why am I in the financial services industry? This is the only career I’ve ever had and it’s because there is nothing more rewarding than seeing my clients achieve financial success. Whether it’s executing a retirement strategy, send your kids to the college of their dreams, protecting that which is most important to you, or any other life goal you might have, I am here to walk with you on that journey.”
Evan graduated from Colorado State University in 2006 with a degree in finance and real estate. Knowing the complexity and importance of the distribution phase of retirement, Evan continued his education by earning a Retirement Planning Specialist title from the Wharton School of the University of Pennsylvania. Evan holds FINRA securities licenses, Series 7 and 66, as well as, licenses in life, health and long-term care insurance.
Originally from Arvada, Colorado, Evan now lives with his wife Lynsey, and their daughter’s Jordyn, Adelyn and Everly in Highlands Ranch, CO. In his spare time, Evan loves to spend time with family and friends. He also likes to play golf, coach his girls’ sports, and he enjoys traveling with his family.