Evan is a Wealth Advisor at Lightship and focuses on integrating investment and financial planning to help individuals and families maximize the resources available to them. He primarily works with young professionals starting to accumulate wealth, families seeking financial security, and those experiencing big life changes (recently retired, married, divorced, etc.).

As an advisor, Evan enjoys working collaboratively with his clients to create a fully customized experience and plan to achieve their goals. His broad experience in the industry provides him with the expertise needed to solve complex estate, insurance/risk management, and financial planning issues that might arise. Prior to joining Lightship, Evan worked for Commonwealth Financial Network in various roles assisting financial advisors and their clients.

Evan earned a B.S. in Finance and M.S. in Marketing Analytics from Bentley University, where he was also a student athlete. He currently lives in Holliston, MA with his wife, Emily. When he is not working, Evan enjoys exercising, reading, watching sports, and spending time with his family.

Licenses and Certifications:

• CERTIFIED FINANCIAL PLANNER™ Professional
• FINRA Series 7, 24, and 66 securities registrations as an Investment Adviser Representative
• Life and Health Insurance licensed

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.