Evan leads the team’s New York City practice, while also working alongside Roy Savarick in South Florida. As Managing Director - Investments, Evan works closely with clients to provide customized investment and retirement plans, options trading, investment management, alternative investment strategies, impact investing opportunities, executive and business owner advisement, and risk management analysis. Evan helps clients preserve and grow their assets, provides access to sophisticated borrowing capabilities, and creates multigenerational strategies. As a Chartered Retirement Planning Counselor™  (CRPC®), Evan focuses on asset management, beneficiary designations, income tax strategies, estate planning strategies, healthcare, and more.

As a Certified Exit Planning Advisor® (CEPA®), Evan educates and guides business owners of privately held businesses on exit planning. Exit planning is a process that educates the owner on all potential exit options available while at the same time addressing the business, personal and financial needs of the owner.

Evan graduated as valedictorian while studying finance at the University of Central Florida and earned his master’s in finance from Vanderbilt University. After 10 years with Morgan Stanley, Evan brought his team to Wells Fargo Advisors where they continue to provide complex planning and investment strategies for their high-net-worth clients. He splits his time between New York City, South Florida, and Breckenridge, Colorado.