Evan began his financial career with American General and VALIC in 1985. He holds a Bachelor of Science from the University of New Hampshire, multiple securities and life insurance license as well as professional designations. He specializes in all types of retirement plans, and in the development and desing of indivual client portfolios, using stocks, bonds, exchanged traded funds, mutual funds, annuities and insurance to meet his clients' needs. He is an independent advisor offering a conflict-free and full disclosure and full transparency approach when advising his clients.