Evan began his financial career in 1985 with American General and VALIC, a full service retirement planning company. While there, he received numerous awards and promotions. He resigned in 2007 to pursue an independent and conflict-free approach when advising clients. In 2009, he joined Cambridge because they understand the true meaning of independence and advisor support.
Evan holds a Bachelor of Science degree from the University of New Hampshire and multiple securities and life insurance licenses in Arizona, California, Nevada, New Mexico, New York, and Oregon. He is a Registered Financial Consultant and Accredited Investment Fiduciary® designee. As an Accredited Investment Fiduciary®, he is committed to putting his clients’ interests first. He specializes in the design and implementation of all types of retirement plans and uses managed money, mutual funds, annuities, and insurance to meet clients’ needs and objectives.
Evan served on the board of People Reaching Out, a substance abuse prevention organization, from 2004-2010.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, and Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Avatrine Financial, Inc., and Cambridge Investment Research, Inc. are not affiliated.
