Originally from Camp Hill, Pennsylvania, Evan earned his Bachelor’s degree in Economics from Lebanon Valley College in 2019, where he also competed as a student-athlete on the football team. His interest in financial planning started with a 2018 internship at an independent advisory firm—an experience that set the stage for his career.
After graduating, he joined the same firm full-time, first as a paraplanner before stepping into the role of Wealth Planning Advisor in 2021.
He brings a thoughtful, relationship-first approach to financial planning—blending strategy and communication to help individuals and families make informed, confident decisions about their future.
The Stats
On His Time Off:
Evan lives in Hummelstown with his fiancée, Ella, and their black lab, Pipette. He’s an avid golfer, outdoorsman, and sports fan who enjoys hiking, hunting, and spending quality time with family—especially around a board game.
