Evan handles all aspects of piecing together a client's financial plan. He is committed to helping clients work towards their goals through sound guidance. Evan focuses on building lasting relationships and takes a disciplined approach to investment management. In addition to his client facing roles, he is also responsible for the investment portfolio research and execution for the firm.
Evan graduated from the Montclair State University with a degree in Finance. He holds his series 7 securities registration through LPL Financial and Series 66 through Private Advisor Group as well as his life and health insurance licenses. Evan began his career with the LPL Financial prior to joining Anchor Financial Associates in November of 2017.
In his free time, Evan enjoys craft beer and donuts. He also enjoys hiking and running, to work off his earlier interests.