Meet Evan

 

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.

 

 

Favorite book:

Think and Grow Rich by Napoleon Hill, but he really enjoys reading just about any book, article, or educational resource related to business, finance (technical and behavioral), and self-improvement. Self-improvement and continuous learning are driving factors for Evan.

Favorite food: pizza. 

He has a difficult time turning down a good pie from just about anywhere.

Evan finds great satisfaction in creating actionable plans for people that blends their unique technical and emotional factors together that helps them pursue their goals.  He believes money is a resource to help people live their fullest life.

Evan very much enjoys the Christmas holiday, and while he could pass on the cold and snow most days, he finds it is a great time of year to slow down and reflect on what is most important in life.