Evan brings a strong background in financial services to Arcadia Financial Group, with experience supporting both high-net-worth clients and a broad range of client needs across brokerage, retirement, annuity, and insurance accounts. Holding Series 7, Series 63, and Life & Health Insurance licenses, he provides clients with knowledgeable, detail-oriented support throughout their financial journey.
Prior to joining Arcadia Financial Group, Evan worked at Fidelity Investments, where he supported high-net-worth clients and developed expertise in complex account servicing, including trade execution, money movement, retirement distributions, and client onboarding. His experience has strengthened his ability to deliver personalized service while helping clients navigate important financial decisions with confidence.
Evan is currently completing his bachelor’s degree in finance, further strengthening his foundation. He is committed to continued professional growth and to helping clients achieve their financial goals through thoughtful, personalized support.