Meet Evan
Evan is a Wealth Advisor at Mercer Advisors. He joined the firm in 2022 through the acquisition of Fure Financial where he served clients as a Financial Planner. Evan earned a B.S. degree in financial planning from Minnesota State University, Mankato in 2021. He is a CERTIFIED FINANCIAL PLANNER® professional and Accredited Wealth Management Advisor. He thrives at being able to help people and solve complex problems. Financial planning allows him to do both, while also creating long-lasting relationships with those he serves.
Evan’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Evan has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Guiding clients through living in retirement with steady income and smart planning
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Advising tech professionals, including clients at Nvidia, Apple, Meta, Google, Tesla, and Amazon.
His working style
Evan’s approach lies in simplifying the client’s situation and guiding them via long-term, planning centered relationships. This is done by focusing on being educational (ensuring everyone is always on the same page), analytical (distilling complex topics into digestible information), and relational (tying in a client’s unique goals and views).
Evan in real life
What makes you tick?
I am driven by helping people grow and make better decisions. I’ve come to learn that stressors and burdens exist around money whether you have $100 or $100 million. Helping to eliminate those is the reason I do what I do.
What keeps you busy outside of work?
I spend a great deal of time with my wife and two orange kitties. Outside of that, I love cooking, hiking, pickleball, golf, and a large number of board games, most notably chess.
Favorite thing about where you live?
It is hard to beat the nature found in Minnesota, despite the sometimes brutal winters. I also love the wide range of people you run into, both personally and professionally. The unique situations found in working with clients help to keep every day interesting.
Evan’s snapshots
Meet Evan’s Teammates
Sally Toomey
Client Service Specialist
What Evan Says
Sally and I team up to ensure that the strategies we discuss with clients get implemented and followed through on, while also prioritizing that clients receive the personalized service we strive for. Her work is what allows me to do my job to its fullest potential.
John Mowery
Wealth Advisor, Director
What Evan Says
John does a great job of focusing on our big picture, while also allowing for us to challenge one another to grow and learn to serve our clients better. His emphasis on continual self improvement always serves as an excellent motivator.
Lucas Schwaller
Sr. Vice President
What Evan Says
Lucas ensures that the families and individuals who are introduced to us receive the care, attention, and welcome that I would want my own family to receive. It is extremely evident that he cares deeply about what we do and how to best help those we serve.
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