Evan joined Financial Technology in 2025 bringing two years of experience in financial planning. He graduated from Furman University in 2023 with a Bachelors Degree in Business Administration.
Evan holds the Accredited Investment Fiduciary® (AIF) designation and is currently pursuing the CERTIFIED FINANCIAL PLANNER® certification. He specializes in qualified retirement plans, asset management and retirement income planning.
Outside of the office, Evan enjoys spending time with family and friends, traveling, and staying active through golf, cycling and running.