Evan is at the center of client communication, internal coordination, and operational follow-through, helping ensure each client interaction is responsive, organized, and seamless. He supports the advisors with scheduling, client service needs, and the day-to-day operations that help deliver an exceptional client experience.
He earned his Bachelor’s degree in Communication Studies from California State University San Marcos and brings over eight years of experience supporting advisors and assisting clients in the financial services industry.
Outside of work, Evan enjoys playing golf and watching baseball. Go Padres!