Planning Associate

Evan joined Milestone Financial Planning shortly after graduating from college in 2023. He applies his strong passion for tax planning and investment management to helping clients throughout the firm. Evan also works with the tax preparation team to prepare client tax returns. In 2025, Evan completed all requirements to become a CERTIFIED FINANCIAL PLANNER™ professional. He is currently working toward becoming an Enrolled Agent (EA). 

Originally from Freeport, Maine, Evan earned a Bachelor in Business Administration, Finance from the University of Southern Maine. During college, he discovered both his passion for personal finance and his goal of becoming a financial planner. In his free time, Evan enjoys spending time outdoors during the summer and staying active through regular exercise. He currently lives in Exeter, New Hampshire.