About Us

Mr. Evans has been providing financial planning and management services to organizations and individuals for over 35 years. He earned a Bachelors of Science degree in Business Administration and Accounting from Bucknell University and a Masters of Business Administration degree from the Joseph Katz Graduate School of Business at the University of Pittsburgh.

Mr. Evans is licensed as a Certified Public Accountant, holds the Certified Financial Planner™ and Chartered Retirement Planning Counselor® designations and is an Investment Advisor Representative registered with both state and national securities regulatory agencies.

Mr. Evans is a member:

• The Financial Planning Association
• The American Institute of Certified Public Accountants
• The Pennsylvania Institute of Certified Public Accountants
• The Million Dollar Roundtable
• The National Ethics Bureau
• The Better Business Bureau of Western Pennsylvania
• The Meadville Area Chamber of Commerce
• The Erie City Council 
• The Erie Rotary Club