With his previous experience in being a high school teacher and working as an advisor with Merrill Lynch Wealth Management, Evan joins MassMutual Carolinas as a Financial Advisor. As a former student loan borrower, he strives to help young families identify financial blind spots that threaten their financial security in planning for education, financial goals and beyond. Evan works alongside his clients through the entire process to establish and accomplish their financial goals.
“Helping students and families achieve their educational and financial goals is what it’s really about,” said Evan. “However, seeing them focus on leading a peaceful and fulfilling lifestyle is the most rewarding part of my role as an advisor.”
Evan graduated from The University of the South with a Bachelor of Arts in English. He achieved academic honors including induction into the Order of the Gownsmen. In his spare time, he volunteers weekly at the Mission Rescue Men’s Shelter in Uptown Charlotte and teaches resume building and interview skills development.
- College Funding Strategies
- Financial Education
- Insurance Strategies
- Retirement Income Planning
- Retirement Strategies
- Risk Management Strategies
- Investment Strategies (Reg. Reps Only)
Check the background of this investment professional on FINRA's BrokerCheck