As a Wealth Advisor, Evan strives to fully understand the unique financial situation and goals that every individual or family has. He enjoys challenging his clients to focus on their life goals first and then works to design and create a comprehensive financial strategy to help them pursue those goals as efficiently as possible. Evan believes that the best financial plans should provide a sound technical structure but be built with flexibility to adapt with the unknowns in life.
Evan spent the first 3 years of his undergrad studying and performing research in the field of Civil Engineering, before deciding he would rather apply his logical thought process to helping individuals manage their personal finances. His passion for personal finance and investing, started at a young age. Evan graduated from Wayne State University in Detroit, Michigan, with a BS in finance. Evan is a registered Securities Agent and Investment Advisor who holds his
Series 7 registration with Cetera Advisor Networks LLC and Series 66 registration with CWM, LLC. He also holds his Life, Accident, and Health insurance licenses. Evan joined Stonebridge in 2010 and plays an active role in the Stonebridge leadership team. Evan has been helping clients in the financial services industry since 2006 and helping people prepare for and work through life’s most challenging times is one of his deepest passions.
Evan grew up in Hamtramck and currently lives in Clinton Township with his wife, Rosalind, and their son, Anthony. While away from the office, Evan enjoys gardening, being out on the water, and just spending quality time with family and friends.