Evan partners with Cody Amis to deliver premier client service and comprehensive financial planning to clients. He works together with clients to help identify and prioritize financial goals, and then establish investment strategies to reach those goals. He specializes in designing investment solutions that reflect clients’ unique circumstances and risk tolerances and integrate with other facets of their personal financial plan including income taxes, retirement, estate, and risk management needs. He contributes to the investment policy and strategy of the firm as a member of Stoker Ostler’s investment committee. Evan joined Stoker Ostler in 2015.
Evan is a Chartered Financial Analyst (CFA®) charterholder and CERTIFIED FINANCIAL PLANNER™ professional. He also served as a past director for the Financial Planning Association of Phoenix’s NexGen chapter, a professional association for young financial planners. Evan received a Bachelor of Science degree in Finance from Brigham Young University, graduating magna cum laude.
Evan is fluent in Tagalog (a language spoken in the Philippines). He enjoys a wide variety of activities such as hiking, camping, wakeboarding, serving in his church, and spending time with family and friends.
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.