Evan joined Merrill Lynch Wealth Management in 2015, after spending more than four years at another leading financial institution. In 2024 Evan became the Resident Director of the Hanover, NH Merrill office. This role allows Evan to help his peers succeed in growing and maintaining their practices. He enjoys helping clients create goals-based investment management and financial strategies to address multifaceted wealth management needs. These range from cashflow planning, to strategic guidance on compensation (including concentrated stock) and preparing for liquidity events. Evan also helps families know when they are work optional and how much they can spend so they won’t run out of funds in retirement. They design strategies aimed at preserving wealth and transferring it to future generations in and around the Upper Valley. After growing up on a dairy farm in Cornwall, Vermont, he and his wife Sarah graduated from Kimball Union Academy in Meriden, NH. Evan earned a bachelor’s degree in Finance, with a double minor in Marketing and Environmental Science, from Bryant University. While getting his degree, Evan excelled on the lacrosse field playing for Bryant and The England National Team in the 2010 World Championships. In his free time, Evan enjoys hiking, golf, tennis, lacrosse, ice hockey and skiing. He also serves as a guest lecturer for OSHER at Dartmouth and volunteers with the Ausbon Sargent Land Preservation Trust in New London, NH, where he resides with his wife and two daughters.