Planning Associate

Evan joined Milestone Financial Planning in 2023. He focuses primarily on helping clients throughout the firm with tax planning, investment management, and retirement planning. Evan is also a member of the tax preparation team. In 2025, Evan completed all requirements to become a CERTIFIED FINANCIAL PLANNER™ practitioner and is enrolled to practice before the Internal Revenue Service as an Enrolled Agent.  

Evan holds a Bachelor of Science in Business Administration, Finance from the University of Southern Maine in Portland. During his time in college, he discovered his passion for personal financial planning. In his free time, Evan enjoys spending time outdoors during the summer months and staying active through regular exercise. He currently lives in Exeter, New Hampshire.