Every day Evan comes to work with one goal: he wants to help families from all walks of life eliminate their financial concerns and worries. He is proud to be part of a team that works together to help ensure each client’s individual needs are met with a well-crafted solution. He knows investing and planning can be complex but in his words he serves as an “effective translator” to simplify these topics so clients can feel comfortable with their life plan designs.
Evan studied at Montclair State University, obtaining his degree in finance and marketing. Prior to joining U.S. Financial, Evan worked as an associate financial advisor at Merrill Lynch. He attributes his ability to connect with clients to his communication skills he gained through traveling the world and possesses the ability to adapt to just about any situation.
He currently lives in Montclair, New Jersey and enjoys spending time with his wife and son, or rooting for the New York Giants.