Evelyn joins the team with over 6 years of experience in financial services. She leverages her expertise to support behind-the-scenes operations, ensuring seamless and efficient processes. Her dedication to precision and efficiency reflects her commitment to helping clients achieve their financial goals.
Evelyn holds dual bachelor’s degrees in business administration with concentrations in finance and management. She is a Certified Financial Planner® (CFP®) and is Series 7, 63, and 66 registered. Additionally, she holds a life and health insurance license, allowing her to provide a well-rounded perspective on financial planning solutions.
When she’s not working, Evelyn enjoys traveling and discovering new destinations. She cherishes quality time with her husband and enjoys cooking together.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.