Broker Check
Jonathan Evans, AIF

Jonathan Evans, AIF

Private Wealth Advisors

“My Mission is to help clients reach their goals based on personalized, knowledgeable advice”

 

Areas of Focus

Financial Planning   Retirement Income Planning    Investment Strategies

Education Funding    Estate and Tax Planning Strategies

Experience

Jonathan has over 23 years of experience in the financial services industry helping his clients make educated decisions while working together to develop proactive and tax efficient approaches to their finances.  He helps clients determine their personal goals and better comprehend all of the opportunities available to them and then develops realistic strategies for obtaining them.  He believes his clients should protect their hard-earned retirement assets while also employing effective strategies to grow their assets to sustain a long and comfortable retirement.  His ultimate goal is to guide his clients down a path of success that will help them pursue life-long goals.

Jonathan holds the Series 7,9,10,24,52,63, and 65 licenses through LPL Financial as well as Life and Health Insurance Licenses.

            He attained the Accredited Investment Fiduciary® designation in 2015.  Attainment of the AIF credential demonstrates understanding of the Prudent Practices and methodology.

Education

  • Bachelors of Arts in Economics and Finance, from Albion College 1996

Personal

Jonathan was born in Ashland, Wisconsin and raised in Michigan. A four year Varsity letter winner in Football for Albion College, Jonathan was a member of Albion’s NCAA Division III national champion team in 1994.   He enjoys golf, fishing, boating and spending time with his wife Dara and three beautiful daughters Madison, Lauren and Reagan.  Jonathan is also a proud member of Masonic Lodge #532