Evan holds his Series 7 through LPL Financial as an Administrative Associate and resides in Portland, Maine with his wife, Genevieve, and two daughters, Magnolia & Winnie.
He eagerly comes to Premier Wealth Planning and the Financial Industry after just over a decade in Hospitality, where he owned and operated multiple successful restaurants as an Executive Chef. His client relations, attention to detail and knack for procedure development earned him multiple accolades in the hospitality industry and we are thrilled to fold those qualities into what we do here at Premier Wealth Planning.
While new to our team, his main focus aside from learning the industry, will be the client experience and how we can best execute our ultimate goal of financial organization and client satisfaction. We believe his efforts will be noticed in the final product and are excited about this new addition to our team.