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Senior Wealth Advisor
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I have been a licensed wealth advisor since 1995.

I care deeply for my clients' well-being and really love my job. Meeting new people at
various stages of their lives ensures my job is always interesting. I believe that by investing on behalf of client's in some very difficult markets has given me very valuable insight into the importance of risk management.

When I entered the industry, I was a provider of information. Now with the constant
bombardment of news and information I have become a filter of it.

"Never" is not a word in my vocabulary. Although some of the periods in the last 20 years
have given me a few gray hairs, there is nothing I would rather do. Helping people reach their financial goals is incredibly rewarding. I regularly qualify for my firms annual President's Council which recognizes the top advisors in the country.

I am a licensed multi-engine commercial pilot and flew professionally before becoming an wealth advisor.   The experience of knowing that lives depended upon my skill in decision making as a pilot helped prepare me for the responsibility I now shoulder when dealing with people's life savings.

Married with two young girls I am very active in their lives. I enjoy travelling, cooking and I look forward to introducing the wonders of the world to my children. I believe that I have received many blessings in my life and it is important to share them with others.

A lot of advisors will help you grow and protect your wealth. I try my best to ensure that you also enjoy it.

Wealth Advisor

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Evan is the product of an entrepreneurial family whose was passion for building and creating was inherited from his two business owner parents. For more than a decade and a half he’s been involved with businesses from the studio of his mother’s gymnastics business to the boardroom of Peru’s 2nd largest textile manufacturing company, to strategizing the efficiency of Mercedes production lines in Germany. His experiences have cultivated his understanding of how successful businesses operate and what owners need to do to secure a purposeful, financial legacy.

Jassi Bains


Jennie Makowski


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