Evan is a shareholder and registered financial advisor with Associated Investor Services with a focus on next generation clients. His niche is multi-generational wealth transfer & inheritance, family businesses & young business owners, athletes and sports business executives.

Evan holds his Series 7 and Series 66 securities license. He also holds his life, health insurance and annuity license. Evan has completed the Associate Advisor Coaching Program, the Envesnet Institute on Campus Training Program and the Envestnet Essential Advisor Certification Program.