
About
Evan believes in meaningful client-advisor relationships and has a passion for gaining a deep understanding of what is important to his clients. He has over nine years of knowledge and experience in the financial services industry, previously working at UBS as a Financial Advisor and Corporate Stock Benefit Consultant. Evan joined Wealth Enhancement group through the 2020 JOYN acquisition. He fuses his industry expertise with client goals to offer ideas and strategies that align with their values. When away from the office, you may find him playing his cello (a life-long hobby), rooting for a Philadelphia sports team, or enjoying time with his wife Krista and twin daughters Ella and Ava. Evan named Five Star Wealth Manager Award Recipient (2021-2024)* and also Forbes Top Next-Gen Wealth Advisors Best-In State (2024)**.
*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 or 2022 FIVE STAR Wealth Managers. Awarded 9/01/21 for the period of 11/30/20 - 6/25/21. Awarded 9/01/22 for the period of 12/13/21 - 6/10/22. Awarded 9/1/23 for the period 11/14/22 through 5/31/23. Awarded 9/01/2024 for the period of 11/14/23-6/10/24.
**Awarded in August of the ranking year for the one-year period ending March 31st of the same year.
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