About Evan
With over 16 years’ experience in financial services, I am a Senior Wealth Management Advisor at TIAA and lead a team practice in Ann Arbor. I’m also a Chartered Retirement Planning Counselor (CRPC®) and CERTIFIED FINANCIAL PLANNER™ (CFP®).
I love that I get to learn about my clients' lives and dreams, while also helping them maximize their finances so they can achieve their goals. My goal is to help those I work with think about their money in a different and better way.
I received a bachelor’s degree in economics with minors in Spanish and music from Kalamazoo College. I completed my MBA/MS in finance at University of Massachusetts in Boston, and I also earned a Certificate in Financial Planning from Boston University. My professional areas of focus include asset management and allocation, income management, estate planning strategies, retirement, life insurance and incapacity planning.
I reside in Ann Arbor with my wife and our daughters. In my free time, I enjoy gardening, spending time with my family, and going to the driving range.
I am currently a Board Member and the Investment Committee Chair for The Hannan Center, and I am a Community Group Co-Leader for Grace Ann Arbor Church.
I love that I get to learn about my clients' lives and dreams, while also helping them maximize their finances so they can achieve their goals. My goal is to help those I work with think about their money in a different and better way.
I received a bachelor’s degree in economics with minors in Spanish and music from Kalamazoo College. I completed my MBA/MS in finance at University of Massachusetts in Boston, and I also earned a Certificate in Financial Planning from Boston University. My professional areas of focus include asset management and allocation, income management, estate planning strategies, retirement, life insurance and incapacity planning.
I reside in Ann Arbor with my wife and our daughters. In my free time, I enjoy gardening, spending time with my family, and going to the driving range.
I am currently a Board Member and the Investment Committee Chair for The Hannan Center, and I am a Community Group Co-Leader for Grace Ann Arbor Church.