Associate Wealth Advisor
As an Associate Wealth Advisor, Evan works closely with Tim and the Stonebridge Team to understand each clients’ current financial situation, as well as their goals and concerns. Evan enjoys challenging his clients to focus on their life goals and then works to design and create a comprehensive financial strategy to help pursue those goals. Evan believes that the best financial plans should provide a sound technical structure but be built with the flexibility to adapt and change with the unknowns in life.
Evan graduated from Wayne State University in Detroit, Michigan, with a BS in finance. Evan currently has his Series 7 registration held through Cetera Advisor Networks and his 66 registration through CWM, LLC. Evan has been helping clients in the financial services industry since 2006, and in his truest words “Helping people work through and being prepared for life’s most challenging times is one of my most satisfying passions”.
Evan lives in Clinton Township with his wife, Rosalind, and their dog Bacio. They are anxiously awaiting the arrival of their first child in September 2018. While away from the office, Evan enjoys gardening and spending time with family and friends.
Getting to Know Evan
Favorite food: Pizza
Favorite book: Think and Grow Rich by Napoleon Hill
What motivates Evan: Continuous learning and improvement