Evan has been in the financial services industry since 2002. Prior to joining Mercer Advisors, he worked at Edelman Financial, SEIA, and a mutual fund company. Evan is passionate about helping clients achieve financial freedom,and enjoys educating and advising them on the benefits of holistic financial, tax, legal, and risk management planning. He offers a high level of service along with a warm, personal approach. Evan has a bachelor’s degree from James Madison University as well as FINRA Series 66 license and he’s a CERTIFIED FINANCIAL PLANNER™ professional. A native of northern Virginia, he lives with his wife and three daughters near where he grew up. When he’s not working, Evan loves being in nature pursuing his two biggest outdoor passions: skiing and rock climbing.