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
- Owner and Wealth Manager @ (November 1999 - Present)
- Owner @ Bauer Evans, Inc. (July 1991 - Present)
- Finance Committee @ (January 2021 - Present)
Brian Evans Education
- Washington State University - College of Business and Economics
BA (Accounting, Summa Cum Laude)
1980-1984
Brian Evans Skills
- Alternative Investments
- Asset Allocation
- Asset Managment
- Estate Planning
- Financial Advisory
- Investment Advisory
- Investment Management
- Investments
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Securities
- Series 7
- Strategic Financial Planning
- Trusts
- Wealth Management
- Legal Writing
- Strategic Financial
- Appeals
- Business Development
- Business Analysis
- Microsoft Office
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 Bauer Evans, Inc. and Our Lady of Hope Catholic Church. 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 Alternative Investments, Asset Allocation, Asset Managment, Estate Planning, Financial Advisory and more. Brian Evans has 2 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
Owner and Wealth Manager
Everett, WA, US
Carolyn Breland
Operations Manager
Everett, WA, US
Andrew Conner
Financial Advisor
Tacoma, WA, US
Nick Smelser
Investment Assistant
Bellevue, WA, US
Kynsey Solaita
Account Manager
Kirkland, WA, US
Mary Grossenbacher
Account Manager
Seattle, WA, US
Gabrielle Schmidt
Marketing Director
Seattle, WA, US
Richard Himmer
Managing Director
Georgetown, TX, US
Becky Matriotti
Account Manager
Everett, WA, US
Jolene Steen
Director of Operations
Everett, WA, US
Ethan West
Tax Advisor and Accountant
Seattle, WA, US
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