Senior Planner
Ian Evens
Accreditations/Education:
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
Investment Advisor Representative (IAR)
BBA – Accounting & Finance, Abilene Christian University
MS – Accounting, Abilene Christian University
Previous Experience:
Ian began his career at Ernst & Young, LLP, where he worked in the audit practice, serving clients in various industries, including manufacturing, real estate, and health care. He then transitioned to a financial and operations role at a national real estate development company. There he worked directly with the CFO, CIO, and COO to build and refine processes to establish accountability and enhance communication across the company. He also rolled out the company’s first investment reporting platform.
Family Life:
Ian is married to his wife, Kiley, who’s a real estate agent in the DFW area. They just welcomed a daughter, Kennedy. They recently moved three doors down from their niece and two nephews in order to be closer to family.
Outside the Office, You’ll Find Him:
Playing golf, eating tacos on a patio with his wife, or serving in the marriage ministry at his local church. He also enjoys pick-up basketball and watching sports with friends.
Something Most People Don’t Know:
He played college golf for Abilene Christian University and has had 4 hole-in-ones.
Words of Wisdom:
You can’t save your way to retirement. Investing is the key ingredient that makes your retirement goals achievable.