Brian Evans Email & Phone Number
Owner and Wealth Manager @ Madrona Financial & CPAs
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Brian Evans Location
- Everett, WA, US
Brian Evans Work
- 1999 -now Owner and Wealth Manager @
- 1991 -2024 Chief Executive Officer @
- 1991 -now Owner @ Bauer Evans, Inc.
- 2021 -now Finance Committee @
- 2018 -2022 Advisory Council Member @
- 2010 -2022 Owner @ Madrona Insurance Services
- 2008 -2022 Shareholder @
Brian Evans Education
- Washington State University - College of Business and Economics
BA (Accounting, Summa Cum Laude)
1980-1984
Brian Evans Skills
- Estate Planning
- Portfolio Management
- Financial Advisory
- Strategic Financial Planning
- Securities
- Legal Writing
- Strategic Financial
- Investments
- Appeals
- Business Development
- Trusts
- Investment Management
- Investment Advisory
- Asset Allocation
- Asset Managment
- Retirement Planning
- Wealth Management
- Mutual Funds
- Series 7
- Business Analysis
- Microsoft Office
- Alternative Investments
Brian Evans Summary
- Brian Evans, based in Everett, WA, US, is currently a Owner and Wealth Manager at Madrona Financial Services, LLC. Brian Evans brings experience from previous roles at Madrona Financial Services, LLC, Bauer Evans, Inc., Our Lady of Hope Catholic Church and Washington State University. Brian Evans holds a 1980 - 1984 BA in Accounting, Summa Cum Laude @ Washington State University - College of Business and Economics. With a robust skill set that includes Estate Planning, Portfolio Management, Financial Advisory, Strategic Financial Planning, Securities and more. Brian Evans has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Madrona Financial & CPAs Employees
Charlie Meyerson
Senior Tax Advisor
Kirkland, WA, US
Lucas Bauer
Network Administrator
Everett, WA, US
Brian Evans
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Everett, WA, US
Kynsey Solaita
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Kirkland, WA, US
Mary Grossenbacher
Account Manager
Seattle, WA, US
Gabrielle Schmidt
Marketing Director
Seattle, WA, US
Becky Matriotti
Account Manager
Everett, WA, US
Jolene Steen
Director of Operations
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Ethan West
Tax Advisor and Accountant
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