Dan Evans CFP®

FINANCIAL ADVISER

“Life can be stressful, but I hope to take the pressure off our clients and show them that through diligent planning, there is a way to minimize stress and create a plan that can build confidence in their financial journey.”

Daniel graduated from Cedarville University in 2022 with a bachelor’s degree in Finance. He has always enjoyed working with numbers and interacting with new people. Dan hopes to combine these two passions to serve clients well and help them plan for their financial future. His main desire is to meet clients where they are and show them the different financial paths they can take throughout their lifetime. In his free time, Dan often spends time fishing and enjoying the outdoors.