Daniel Evans, CFP®

Financial Advisor


As an experienced Financial Advisor, Daniel Evans provides advice and guidance with passion, trust and Integrity. Financial Planning is the foundation in which he serves families and individuals on the journey to achieve financial peace of mind. Listening and understanding current situations, past experiences and future goals are essential in creating financial plans that are as unique as the relationships he serves.  Daniel holds the CERTIFIED FINANCIAL PLANNER™ designation and is focused in the areas of Investment Management, Estate and Legacy Planning, Retirement planning and cash flow management.

Daniel and his wife Rebecca, enjoy raising their two boys: Graham and Ellis.  In his free time he thoroughly enjoys being outdoors, playing golf and fishing.


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