Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, 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.
Get started

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Insurance
  • Tax Planning Strategies

Awards & recognition

  • Gratium Wealth Planning, Ameriprise Client Experience Award, 2020-2023
  • Kris Kasturi, Ameriprise Circle of Success Chairman’s Advisory Council, 2015-2017, 2019-2020
  • Kris Kasturi, Forbes Best-in-State Wealth Advisors, 2018-2022
  • James Evans, Forbes Best-in-State Wealth Advisors, 2019-2022
  • James Evans, AdvisorHub Advisors to Watch (under $1Bil), 2022
  • James Evans, Ameriprise Circle of Success Diamond Ring, 2021
  • James Evans, Ameriprise Circle of Success, 2012-2023

Community participation

Walk for Food, Palm Coast, FL (not all members pictured)
Walk for Food, Palm Coast, FL (not all members pictured)