Education
Bachelors of Science in Finance from Indiana University’s Kelley School of Business
Professional Designations
CFP, Certified Financial Planner®
Registered Investment Advisor, Series 65 License
Work Experience
Evan has worked in various finance roles including focusing heavily on wealth management at his prior firm and managing a team of fund accountants overseeing accounting of mutual funds totaling more than $4 billion dollars. Evan, also, spent time working with Indiana’s Public Employment Retirement Fund (PERF) as well as with a venture capital firm downtown Indianapolis.
Community Involvement
Evan is a Rotarian of the Greenwood/White River Rotary Club and is heavily involved in planting a new church in Bargersville, IN where he and his wife reside.
Interesting Fact
Evan was a Division 1 athlete in cross country & track earning varsity letters each of his four years. He continued his athletic career by becoming a Division 1 cross country and track coach for eight years helping the program reach back to back conference championships.
