Investment Advisor Representative
Evan graduated with a Bachelor of Science in Business Administration with a concentration in Financial Planning from Winthrop University in Rock Hill, South Carolina.
Evan met Mick in San Diego at the 2017 TD Ameritrade National LINC Conference. In the summer of 2017, he began working for Financial Plans & Strategies as an intern and has been with the firm ever since. Following graduation, he joined the firm full time, as an Investment Advisor Representative. In this role, Evan helps manage our investment asset allocation system and intern program.
Evan holds his Series 65 securities registration and is currently working towards his CERTIFIED FINANCIAL PLANNER ™ certification.