Associate Wealth Advocate
"Working at SWA as an intern allowed me to do something I enjoy--help others reach their financial goals. I am excited to learn more and help as many clients as I can."
- Evan works closely with Bruce servicing his clients by preparing for and sitting in on client meetings, as well as preparing financial plans and tax projections.
- Prior to joining SWA in June of 2022, he had interned with SWA the previous summer.
- Evan graduated from St. Thomas University in St. Paul with a degree in Finance.
He is working toward his CFP®, Certified Financial Planner™, designation
- Evan grew up in Savage, MN and graduated from Prior Lake High School and currently lives in Minneapolis.
- He enjoys movies, hiking, golfing and watching the Vikings disappoint him weekly.