Position:
Certified Financial Planner®, Risk Advisor & Wealth Coach | Investment Advisor, Educator | President at Evans Advisory Services, Chartered Retirement Planning Counselor® & Retirement Expert | 401k Market & Insurance Specialist at Evans Advisory Services, Personal Financial Planner & Financial Advisor | Individualized Financial Planner & Wealth Coach at Evans Advisory Services, CPA & Tax Expert | Securities & Insurance Licensed Professional | Public Speaker & Writer at Evans Advisory Services
Work:
Evans Advisory Services
- Erie, Pennsylvania Area since Jan 2002
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Certified Financial Planner®, Risk Advisor & Wealth Coach | Investment Advisor, Educator | President
Evans Advisory Services
- Erie, Pennsylvania Area since 2002
-
Chartered Retirement Planning Counselor® & Retirement Expert | 401k Market & Insurance Specialist
Evans Advisory Services
- Erie, Pennsylvania Area since 2002
-
Personal Financial Planner & Financial Advisor | Individualized Financial Planner & Wealth Coach
Evans Advisory Services
- Erie, Pennsylvania Area since 2002
-
CPA & Tax Expert | Securities & Insurance Licensed Professional | Public Speaker & Writer
Strategic Management Associates
Apr 1993 - Dec 2001
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Business and Healthcare Consultant
Hamot Health Systems
Apr 1979 - Mar 1993
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CFO, COO, CEO
Education:
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1972 - 1975
MBA, Finance
Bucknell University 1966 - 1970
BS, Buisness Administration
Interests:
Golf, Travel, Health and Wellness
Honor & Awards:
Who's Who In America
Jaycee's Outstanding Young Men of America
Member, Erie City Council
Member, Erie Rotary Club
Corporator, UPMC Hamot (health system)
Member, The School District of the City of Erie Financial Advisory Committee
Board Member and Chairman, Strategic Planning Committee, Presbyterian Homes of the Presbytery of Lake Erie (long term care)