Don Evans has been in the financial services industry since 1989 with a focus on helping high net worth families with their finances. His business model places an emphasis on professionally managing customer accounts using research and asset allocation models. Don seeks to create tailored portfolios based on the objectives and goals of his individual clients. His approach is bottom line oriented, so Don is actively monitoring client portfolios and money managers for their adherence to a client’s overall plan. This approach has helped him grow his practice consistantly over the years.
Don holds Series 7 and 63 securities licenses and is licensed in AZ, AR, CA, CO, FL, IL, KS, NC, NY, OH, OK, NE, and TX. He is also holds insurance licenses in CA (license#OH29910), KS, NC and OK.