Team Overview



As connected to our communities as we are committed to them

Our multigenerational, diverse team consists of managing directors who are financial industry veterans and of more than 40 experienced financial professionals who represent dozens of specialties. To provide comprehensive solutions that are in our clients’ best interests, we also work in close partnerships with CPA's and attorneys. We believe in the wisdom of taking the long view and helping our clients make the best investments for sustained growth based upon their goals and comfort level. Our optimism is rooted in reality.

A sense of community prevails within the company’s culture and between our people and the communities they serve. Our financial professionals become part of their clients’ families, and when you become an Evolution Financial client, you also become part of our family.

We love what we do because we believe in what we do. Our commitment to our clients’ financial wellbeing is tangible in our responsiveness, actions, and communications. We speak honestly and clearly to clients, not in industry jargon but in simple terms that are easy to understand.