Evan is a Financial Advisor with Hefren-Tillotson. Through utilization of Hefren-Tillotson’s unique approach to comprehensive financial planning, Evan is able to partner with clients in their efforts to achieve their planning goals in the areas of retirement, investments, insurance, tax and estate planning. Understanding the importance of strong relationships in wealth management, Evan is committed to providing the highest level of service to all of his clients.
A career employee of Hefren-Tillotson and a current advisor on The McGee Group, Evan is successfully licensed as an Investment Advisor Representative, a Registered Representative, an Agent for Life, Accident and Health Insurance, and Certified Financial Planner (CFP®) designation.
Evan is a native of Pittsburgh, who graduated just a few blocks away from our corporate headquarters through Duquesne University’s Palumbo Donahue School of Business. While at Duquesne, Evan earned his Degree of Bachelor of Science in Business Administration by studying Finance and Accounting.
During his time at Duquesne, Evan was a captain of the Men’s Ice Hockey team, which has inspired him to continue being involved in the sport. Upon graduation, Evan was provided the opportunity to become a volunteer coach for the Steel City Icebergs, a member of the American Special Hockey Association and located in the Greater Pittsburgh Area.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.