Personal
Evan, his wife Kelsey and daughter Lowen reside in Canton, MA. He enjoys spending time with friends, playing basketball, golfing, and snowboarding in the winter months. During the summer he frequents York Beach, Maine where he spends time with his family.
Evan loves to give back, especially to children in need. He has given his time and money to Horizons for Homeless Children and he also organizes a city-wide charity lemonade stand every summer to help benefit childhood cancer. Perhaps what Evan is most passionate about was his work with Big Brothers/Big Sisters of Boston. Evan was a Big Brother for over 5 years and wants nothing more than to see his little brother succeed.
Professional
Evan and his team specialize in working with young, emerging affluent professionals and high-net-worth pre-retirees. They focus the majority of their efforts on individuals in sales, real estate, and various medical professionals around the country. It is their goal to understand your unique situation and build a tailored financial plan around your goals.
Awards & Recognition
Evan has continued to have great success as an advisor and was Top 10 in the Eastern region in his 2nd, 3rd & 4th years amongst new advisors and has also qualified for the Northwestern Mutual achievement award, life impact award, and top 50 in new clients.
In 2019, the National Association of Insurance and Financial Advisors of Massachusetts (NAIFA) recognized Evan as one of their 4 under 40 advisors at their annual event. He qualified for MDRT in his 3rd year and has not looked back since.
Evan has also been a member of Northwestern Mutual’s leadership team holding the title of Managing Director. In this role, he is responsible for recruiting and developing full-time representatives and running the college internship program for his office.
Years of Experience
Representing Northwestern Mutual since 2015.
Education
University of Connecticut - Finance (Bachelors of Science)
Areas of Expertise
Financial Planning
Investment Planning & Strategies
Insurance Protection Strategies
Education Planning & Funding
Retirement Planning & Income Strategies
Business Planning & Succession
Tax-Efficient Strategies
Estate Planning
Leaders Making a Difference
As part of Northwestern Mutual, proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
