Jeremy Evans

My path to financial advising wasn’t a straight line—and that’s exactly what makes my approach different. Before becoming a financial advisor over 15 years ago, I worked in construction and later as a manufacturing engineer, experiences that taught me the value of hard work, planning, and building things to last. Today, with an MBA, Life and Health licenses, and a Series 65 license, I combine real-world experience with financial expertise to help my clients prepare for retirement. I’m passionate about creating practical, understandable plans that help people retire with confidence, not uncertainty.

Contractors, Plumbers, Electricians, and Business Owners (Entry to High Net Worth)  

– Mountain Biking, Water Skiing, Snow Skiing, Hiking, and Swimming

– Fitness is very important to me, and I work out daily. 

– I love to build, remodel, and create.  Home design is a passion of mine.

– Fitness is very important to me, and I work out daily. 

– I love to build, remodel, and create.  Home design is a passion of mine.

I pride myself on doing exceptional work that my clients can depend on.  My ability to see what you want and make it happen is a gift and passion.  I have simply traded my hammer, saws, and graph paper for a financial tool bag (okay, so I still use graph paper).   I commit to approach my financial clients with the same tenacity as a builder and engineer… I want you to feel excited and confident about the plans and solutions we build together.   I understand how contractors think and how their business needs to grow financially.  That gives me a unique ability to provide them with solid solutions no one else considers.   

Books: Project Hail Mary, The Martian, and just about every movie known to man!

“Do your best and forget the rest, Modify to finish”- Tony Horton, P90x

“Sometimes all you need is 20 seconds of insane courage, just literally twenty seconds of just embarrassing bravery, and I promise you something great will come of it”- Matt Damon, So We Bought a Zoo 

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