Specialties
About Me
I'm a Financial Advisor that focuses on helping clients achieve their long-term financial goals.
I'm a proud graduate of Pennsylvania State University. I hold multiple licenses, including Life, Accident, and Health, and FINRA Series 6, 63, 7, 66, and 26 licenses. I also hold the CFP®, AEP®, and the ChFC® & CLU® designation through The American College of Financial Services. I'm actively involved and serve on the board of the Estate Planning Council of the Lehigh Valley. I have held board seats on several non-profits including the Small Business Council of the Lehigh Valley Chamber of Commerce and Lehigh Valley Aging in Place. I cherish quality time with my family, including my wife, and two daughters. My adventurous spirit takes me on runs, exploring local breweries and distilleries, checking out new restaurants, and discovering new destinations through my love for travel.
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Interests & Hobbies
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Always free for clients.
Credentials
CFP ®, AEP ®, ChFC ®, CLU ®
Chartered Designations
What do these credentials mean?
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Disclosures
INVESTMENT ADVISORY SERVICES OFFERED THROUGH RAYMOND JAMES SERVICES ADVISORS, INC. EVANS WEALTH STRATEGIES IS NOT A REGISTERED BROKER/DEALER AND IS INDEPENDENT OF RAYMOND JAMES FINANCIAL SERVICES CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC. OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER™, AND IN THE U.S., WHICH IT AWARDS TO INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS. RAYMOND JAMES IS NOT AFFILIATED WITH THE ABOVE ORGANIZATIONS AND/OR CHARITABLE CAUSE.