evan heath

Evan Heath

Senior Advisor, Wealth, CFP® · +1 (608) 240 2348
Leave a messagearrowCreated with Sketch.

Evan is an experienced advisor with the firm’s wealth management practice. He provides financial guidance, investment planning and related services to a wide range of clients as a fiduciary. Evan is dedicated to helping clients reach their financial goals. He focuses on protecting client wealth, managing taxable events, planning out client giving and delivering ongoing client education. By recognizing that goals may change, but values almost never change, he creates personalized plans tailored to the client.

  • Providing financial guidance to clients experiencing or preparing for major life events
  • Thoughtfully structures portfolio allocations across client’s taxable and tax qualified accounts
  • Designs and implements plans for asset growth
  • Helps clients plan the accumulation and distribution of their assets while minimizing expenses and tax burdens
  • Worked at various well-known banks and financial institutions where he gained a broad breadth of experience
  • Angel’s Wish Animal Rescue
  • Madison Metropolitan School District, Musical coach
  • Madison Youth Arts Center, Committee member
  • CERTIFIED FINANCIAL PLANNER™ professional

Location

Wisconsin

Education

Master of business administration
University of Wisconsin-Madison

Bachelor of music

Idaho State University