Evan joined MKBH & Associates as a Financial Advisor in 2022 after spending seven years with another wealth management firm. He graduated with a degree in Finance from James Madison University and was introduced to the industry through a high school football coach turned mentor.
Evan helps his clients with all aspects of their finances and prides himself on listening, educating, and simplifying their financial journey through planning. By focusing on what matters most and what we can control, Evan develops custom plans to guide his clients to financial independence. He is a strong believer that this process is instrumental in reducing the stress and anxiety that comes from market headlines. Evan specializes in helping attorneys, executives, and people transitioning through major life events such as: marriage, child planning, promotions, job change, and retirement.
In his free time, Evan enjoys playing golf, basketball, and spending his weekends in St. Michaels, MD. Evan currently lives in Chevy Chase, MD with his wife, Jenny and dog, Remy.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
