Evanovich, Blessing & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Joe Evanovich IV

Joe Evanovich IV

CRPC®

Private Wealth Advisor

Franchise Owner
Visit Joe Evanovich IV's website
Michael S Blessing

Michael S Blessing

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Michael S Blessing's website
Zach Evanovich

Zach Evanovich

Financial Advisor

Financial Planning Specialist
Visit Zach Evanovich's website
Paul Adam

Paul Adam

Financial Advisor

Chief Operating Officer of Evanovich, Blessing & Associates
Visit Paul Adam's website
Manny Mathews

Manny Mathews

Financial Advisor

Visit Manny Mathews's website

Team

Nicole Besse

Nicole Besse

Office Manager,

Client Service Specialist
Katie Nerem

Katie Nerem

Administrative Assistant

Heather Rothschild

Heather Rothschild

Client Service Manager

Heather Hickerson

Heather Hickerson

Client Service Manager

Melissa Tressel

Melissa Tressel

Client Service Manager

Mindy Nickerson

Mindy Nickerson

Marketing Manager