As an attorney with a background in business and tax strategies, Evan helps business owners and families navigate complex financial planning with clarity and confidence.
Evan’s legal and advisory experience provides a strong foundation for developing tailored solutions that align with clients’ long-term goals, whether for business continuity, family wealth transfer or legacy planning. Having also worked extensively in charitable and philanthropic structures, Evan brings additional insight for clients who wish to integrate giving into their overall strategy. He is deeply committed to helping clients steward their resources with prudence by designing plans that balance financial security, growth and impact. Evan is passionate about helping others experience the joy of generosity through giving structures that are both strategic and deeply meaningful.