Director of Planning
Evan entered the financial services industry with Gerhart Financial in January of 2023 as an Apprentice through Founders Financial. He spent 6 months working at their firm and has gained an ample amount of knowledge on the ins and outs of financial planning, review meeting preparation, along with the technology systems that support Founders Financial daily. He has now been welcomed full-time into Gerhart Financial as of July 2023 and will progress into a Director of Planning role where he will be responsible for facilitating client service requests and preparing new material for review meetings. Evan passed his SIE exam and is currently studying for his Series 7 license.
Evan is a 2016 graduate from Cedar Crest High School where he was a member of the National Honor Society. After high school, he attended the University of New Hampshire, graduating in 2020. Evan received a Bachelor’s Degree in Finance along with a Master’s Degree in Kinesiology with a concentration in Sports Management and Leadership. At the University of New Hampshire, Evan was a 2-time All-American and captain for the school’s football team along with earning a starting spot as a walk-on to the school’s basketball program in 2017.
In his free time, Evan enjoys playing basketball, golfing, and spending time with his family.