Evan is an experienced investment advisor and tax master with a knack for taking complicated information and communicating it in a simple, easy-to-understand manner. His ability to counsel and engage clients in a relaxed, honest and transparent way elicits both comfort and confidence.
Whether managing multi-generational inheritances, clarifying complicated tax issues, designing creative ways to improve overall financial returns or overcoming the financial implications of a recent divorce, Evan operates with great integrity and is committed to providing his clients with expert insight and sound strategies.
Evan lives in Coral Springs, Florida with his wife and two daughters. When he's not fine-tuning his clients' portfolios, he's most likely working on his weekend race car.