After being born and raised in Fond du Lac, WI and graduating from St. Mary Springs High School, Evan graduated from the University of Wisconsin Oshkosh with his Bachelor of Business Administration. He obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the CFP Board of Standards.
Assisting his clients reach their financial and life goals is one of the main reasons Evan got into the industry. He leads clients through the financial planning process and investment management. Evan helps clients understand their financial picture by avoiding the typical industry jargon and connecting with what is important to them.
Evan lives in Appleton with his wife Carly. They enjoy traveling, playing golf, riding their road bikes and spending as much time outdoors as possible (even during some of those cold winter days!) You can find them rooting for the Packers, Brewers and the Bucks on Gamedays!