Evan serves as a primary relationship manager and oversees the management of client portfolios. He works together with clients to help identify and prioritize financial goals, and then establishes appropriate investment strategies. He specializes in designing investment solutions that reflect clients’ unique circumstances and risk tolerances while integrating other facets of their personal financial plan including income taxes, retirement, estate, and risk management needs. He has been providing wealth management for high-net-worth families and small business owners for nearly ten years. Evan is a member of the Stoker Ostler Investment Committee, which is responsible for setting investment p