Working at HH feeds my interest in learning about the financial markets and staying up to date with current events. Supporting my team is very fulfilling – I love working for a company that is a fiduciary first, always leading with our clients’ best interests.
Evan is steadfastly focused on assisting his clients. From setting up new accounts, to getting questions answered, to following through on specific client requirements, he’s there with alacrity, an upbeat attitude, and a great sense of humor. He joined our Long Beach office in September 2021. He says he enjoys working in a collaborative team environment, connecting with clients, and learning from leading industry experts.
Previously, Evan worked for Fidelity Investments as a Relationship Manager and Financial Representative. In these roles, he supported Fidelity’s Financial Consultants with scheduling, account consolidation, and client relationships, and helped educate clients about available services and products.
He earned his Bachelor of Science degrees in Accounting and Business Administration from Chapman University in 2017.
A former Eagle Scout, Evan still enjoys assisting with his local BSA troop meetings when he makes his way home to Temecula. When not working, Evan values spending time with family and friends, particularly his girlfriend Emily. On the weekends, you’ll find him happily hosting board game nights, watching football games, lounging at the beach, and playing frisbee golf at the park.
I am a donut enthusiast – and am working on visiting every donut shop in Orange County.