Evan serves as a primary relationship manager and oversees the management of client portfolios. He works together with clients to help identify and prioritize financial goals, and then establishes appropriate investment strategies. He specializes in designing investment solutions that reflect clients’ unique circumstances and risk tolerances while integrating other facets of their personal financial plan including income taxes, retirement, estate, and risk management needs. He has been providing wealth management for high-net-worth families and small business owners for nearly ten years. Evan is a member of the Stoker Ostler Investment Committee, which is responsible for setting investment policies and strategies for the firm.
Evan is a Chartered Financial Analyst (CFA®) charterholder and a CERTIFIED FINANCIAL PLANNERTM professional. He currently serves on the Board of Directors of the Phoenix CFA Society and is a member of the CFA Institute. He earned his bachelor’s degree in finance from Brigham Young University. He enjoys spending time outdoors whether mountain biking or hiking through the beautiful Arizona desert.
We offer a wide range of financial services to help you achieve the lifestyle you want and the goals that matter to you. Our personal approach is devised to help meet your unique needs and priorities.