About Evan

I am a Wealth Management Advisor at TIAA with 14 years of experience in financial services. I have also earned the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC) designations.

My father was a podiatrist and owned his own business, and I also have always been entrepreneurial. It was an easy decision for me to pursue a career in financial planning because I place a high importance on financial health and love helping people achieve their financial goals. I enjoy learning about my clients’ careers, hobbies, and goals, so that I can better serve them. TIAA is a great company because I get to build my own practice and work alongside doctors, healthcare professionals, educators, administrators, and non-profits.

I earned my BA from University of Rhode Island, CFP, CLU, and ChFC designations from American College of Financial Planning.

I live in Bucks County, Pennsylvania with my wife Danielle and daughters, Ariana and Noelle. I enjoy spending time with my family, going to the Jersey shore, traveling the world, golfing, going to restaurants, running, and weight lifting.