Evan’s interactions with his clients are characterized by his conviction and determination to help people make important financial decisions that will enable them to pursue their dreams and goals for the future. Evan joined Robson Planning Group in 2010 after moving from Phoenix, AZ where he was a Financial Advisor for Edward Jones. His specialties are Estate Tax Planning, Family-owned businesses, capital gain tax management, and retirement planning.
Evan has a degree in Business Management from The University of Arizona in Tucson. Evan, and his wife, Amy and their three children currently live in Dunwoody. When not in the office, Evan volunteers at The Davis Academy and Jewish Federation of Atlanta. He also enjoys time on the golf course and boating.