Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Estate Planning Strategies
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CERTIFIED FINANCIAL PLANNER™ practitioner

Interests

  • Playing with my grandsons Ryder & Trake
  • Singing and music
  • Traveling with family and friends
  • Great food and wine
  • Preserving the EVANS family tradition - 3 generations with Ameriprise Financial Services

Community participation

Member - Avery United Methodist Church, Annual sponsor of Pet Search Inc, Washington PA Community Theatre contributor, and supporter of Harmony House Childrens Advocacy Center in Wheeling, WV.

  • US Army War College - National Security Seminar 2011

Awards & recognition

  • Ameriprise Diamond Ring Award winner, 2011