For more than a decade, Evan has served as a guide to executives and technology professionals looking to intelligently diversify their employer stock.
Having benefited from RSUs, he understands that large financial decisions can be stressful, resulting in approach-avoidance. He enjoys working with his clients to create a clear plan of action that enables them to move forward without second-guessing.
Evan holds an MBA from The Fuqua School of Business at Duke University and is a CERTIFIED FINANCIAL PLANNERâ„¢.