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 began with a 2018 internship at an independent advisory firm—an experience that ultimately set the stage for his career.
After graduating, he joined the same firm full-time, first as a paraplanner before advancing into a Wealth Planning Advisor role. Over the years, Evan has developed a thoughtful, relationship-first approach to financial planning, blending strategy, communication, and personalized advice to help individuals and families make informed, confident decisions about their future.
Evan is also a CERTIFIED FINANCIAL PLANNER® professional. The CFP® certification is widely recognized as one of the highest standards in the financial planning profession and requires extensive education, professional experience, successful completion of a comprehensive examination, and adherence to rigorous ethical and fiduciary standards.
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On His Time Off:
Evan lives in Hummelstown with his wife, Ella, and their black lab, Pipette. Evan and Ella are excited to welcome their first child, a daughter, in November 2026.
Outside of work, he’s an avid golfer, outdoorsman, and sports fan who enjoys hiking, hunting, and spending quality time with family—especially around a board game.
